Add assets to CELUM Work

1. Navigate to a collection with assets and select one or multiple assets.

2. Open the context menu on the assets and click "Add to a Workroom", or select the same option in the magic menu.

   Under some circumstances, the action or context menu entry is disabled and can't be used. Check the Q&A section for more information.

3. You are redirected to CELUM Work (in a new browser tab) and an "Add to a Workroom" dialog opens:
   
   

   You only see existing Workrooms in the organisation whose ID you used to connect to your Cloud account. A new Workroom will also be created in that organization.

4. There, you can select between 2 options:

• Create a new Workroom and add the selected assets to it.

  The option will not be displayed in the dialog if you don't have permission to create a Workroom in your organization or will be disabled if your organization has reached its Workroom limit.

• Choose an existing Workroom to add the assets to, and click the "Next" button.

5. After you have created or chosen a Workroom, you are redirected to the asset explorer in the Workroom and an "Add to a folder" dialog opens.

6. In the dialog, select a folder from the list or create a new one. Selected assets will be added to this folder.

   If you've created a new folder, be sure to also select it in the list afterwards to ensure your assets are added where you want them.

7. Click the "Add" button. A new sub-trigger opens where you can choose between 2 options:

• Adding assets and creating tasks.

1. Click on the "Add and create tasks" to open the "Create tasks" dialog.

2. In the "Create tasks" dialog, you can:

   • Create separate tasks for the selected assets (if you selected multiple assets) or create a single task.

   • Add a form. The form will be added to the created tasks.

3. Click on "Create" in the "Create tasks" dialog. If you:

• Didn't add a form, the chosen assets are added to the selected folder in the asset explorer and new tasks are created.

• Added a form, you can decide to either create the tasks with an empty form (the "Create" option) or to fill in the selected form before creation (the "Fill in the selected form before creation" option). To finish creation:

• With a blank form, click on "Create" in the "Create tasks" dialog.

• With a filled in form, click on "Create" in the "Fill in and create" dialog.

• Just adding the selected assets to the folder. Click "Add".

8. The dialog closes and the chosen assets are added to the selected folder in the asset explorer and, optionally, new tasks are created (with or without a blank/filled out form) on the selected task list. Click on "View task" in the progress snackbar to open a newly-created task.

The deletion of an asset that was added to CELUM Work will not have any impact on the added file in CELUM Work.

The "Add to a workroom" menu entry will be disabled if the number of selected assets exceeds 1000 or if the selected assets are not directly located inside the currently viewed collection. To only see the assets located inside the selected collection, click on "Hide content of child collections" in the content bar.

Furthermore, adding is only possible in a specific collection, but not in the root collection (collection type), in "All assets" view, in the Advanced Search or on tags.

There are 2 cases where the "Add and create tasks" will not be available:

• The selected folder is used in a "Automatic creation" robot.

• All task lists have a "Creation restriction" robot on them.