Clarity: How can we attach documents to a task?


Article ID: 51316


Updated On:


CLARITY PPM FOR ITG CLARITY PPM FEDERAL CA Identity Manager CA Identity Governance CA Identity Portal Clarity PPM SaaS Clarity PPM On Premise



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'.

  1. Admin Tool -> Studio: Objects -> Task Object

  2. Attributes -> click 'New' button

    Enter an Attribute Name and ID
    Data Type = Attachment
    Click 'Save' button
    Select Attachment Style (Single/Multiple)
    Click 'Submit' button

  3. 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.

  4. 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.


Release: ESPCLA99000-12.1-Clarity-Extended Support Plus