Add a Microsoft Office document to an activity
You can add a Microsoft™ Office document to an activity to share it with other activity users.
Before starting
You must have the plug-in installed and be configured to use Activities to use this feature. See the topic Configure the IBM Connections plug-in for Microsoft Office and Microsoft Windows.
About this task
You can add a Microsoft Office document to an activity to share it with other activity users.
Procedure
- Open a document in any of the Microsoft Office applications.
- Do one of the following:
- (Office 2003) Click Add Document to -> Activity.
- (Office 2007, 2010) Click Add -> To Activity.
The name for the activity posting is completed by default with the file name. You can edit this name if you want.
- Add tags.
Tags are keywords that you assign to describe your posting. Tags must be entered as a single word, separated by commas or spaces. Payroll, human-resources, and event_planning are examples of valid tag formats.
- Do one of the following:
- Select an existing activity.
- Create an activity. Assign a name and optionally fill out the Tags and Activity Goal field for the activity. You can also assign a due date and invite users to join the activity.
- Mark the entry as private if you do not want other users to view it in the activity.
- Click OK to save the file to the selected activity.
When you open the activity, your file is available as an entry.
Parent topic
Use the IBM Connections Plug-in for Microsoft Office and Microsoft Windows