Working with files

Sharing documents in your activity helps organize the files needed to complete your goal in one place. Add a link from an entry or to-do item to a file or folder. Attach a file to an entry or to-do item.

Before you begin

You can add a link or attachment while creating a new entry or to-do item or to an existing entry or to-do item. To update an existing entry, click More to display the entry details and then click Edit. To update an existing to-do item, click More to display the to-do item details and then click Edit > More Options.

About this task

Attaching files to an activity stores the file in the activity. Files attached to an activity can only be accessed by members of the activity.