Attaching Files to a Task |
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Attaching a file to a task is an easy way to send important documents or images that may contain additional information about the task or instructions on performing certain actions on it. Once the files are attached, the subsequent activities in the business process also contain these attachments and the users who have the necessary permissions can act upon those attachments. You can attach files to tasks that are displayed in My Inbox, through the Inbox toolbar, context menu, task toolbar, or from the attachments pane.
Note: You can customize the tabs displayed in the Inbox, tasks, or activities, to enhance or minimize the number of items displayed. This will reduce the clutter as well as increase the productivity. If you cannot see Attachments tab, click 
on the titlebar. All the tabs, that are displayed on the interface, are shown in the drop-down list as selected. The tabs that are not displayed on the interface are shown as unselected. Select Attachments option from the list. To close any of these tabs, clear the check box of the tab you want to close.
- On CUSP, double-click
My Inbox. My Inbox window appears, displaying the personal tasks, by default. - To add a file to a task, select the required task in the Inbox and do any of the following:
- Click
on the Inbox task toolbar. - Click the Attachments tab. All the files that are attached to the process are displayed in the Attachments pane.
- Click
on the toolbar. An Add Attachments dialog box is displayed.
Note: Based on the access permissions set on the attachment while modeling the business process, the user can view or update the files that are displayed. For instance, if the attachment has only Read permission, the user can only view the existing files but cannot attach any new file to the activity. If the attachment has both Read and Write permissions, the user can attach a new file as well as modify the existing file and reload it. If the attachment has Read, Write, and Delete permissions, the user can delete the file as well.
- Click
- Click
- Select the Attachment Type from the drop-down list. This Attachment Type is defined while modeling the case.
- Click
next to the Document field and select the type of document to attach to this activity. - Provide a meaningful description to the attachment in the Description field.
- Click OK to close the dialog box. The attachments are displayed in the Attachments section.
The attachment is added to the task.Note:
- To view the attachment, double-click the task in the Inbox. The attachments related to the task are displayed in the Attachments pane.
- Alternatively, you can view a file attached to the task in the preview section at the bottom of the Inbox, when you click a task in the Inbox. Preview mode should be set by the work list manager while customizing the work list view.
When not required, attachments of a task can be deleted. Select the required attachment and click
displayed on the toolbar of the Attachments pane.