Clarity: How can we attach documents to a task?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

We would like to have the ability to attach a document to an Investment Task in Clarity. Is this possible?

Solution:

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.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component: