We would like to have the ability to attach a document to an Investment Task in Clarity. Is this possible?
This can be accomplished by creating a user-defined attribute on the Task Object for storing 'attachments'.
- Admin Tool -> Studio: Objects -> Task Object
- Attributes -> click 'New' button
Enter an Attribute Name and ID
Data Type = Attachment
Click 'Save' button
Select Attachment Style (Single/Multiple)
Click 'Submit' button
- Views -> Task Properties [Layout:Edit]
Add the new attribute to the Task General subpage by adding it to the existing 'General' section or create a new section on the page. Save configuration.
- Main Application -> Project -> Tasks
Locate an existing project task or create a new one.
On the Task Properties (Edit) page, you will now see the new Task Document attribute added to the page.
Keywords: CLARITYKB, projmgr.taskProperties.