In this guide, we're going to take a look at the Assignments page. It can be accessed only when you're inside a project and have the right permissions.
Note: Everything we'll cover here will be from the point of view of someone with an admin role. If you're not an admin, keep in mind that some of the items here won't be available to you. See "Complete Guide to Permissions" and " User Roles and Permissions" for more info.
The most prominent part of the Assignments page is the assignments table (#3), which, by default, displays tasks that are currently being worked on. Here, we have the following columns: Task, Status, Content, and Action. We'll discuss them in greater detail later.
You can adjust how many tasks are visible in the table at once through the Show dropdown (#2). By default, the 25 most recent assignments currently being worked on is displayed.
We also have search, filters, and "only show my assignments" items (#1) in the upper left area of the page. The first and last items should be pretty self-explanatory. The filters allow you to filter assignments by assigned people, workflow status, category, and template. It will also allow you to view completed assignments (which is hidden by default).
Next, let's discuss the columns we saw earlier in greater detail.
The task column contains a task's name along with brief information about it.
It has a clickable title, which when clicked, redirects you to the content editor for that task. Depending on your permissions, you may or may not be able to edit things in the content editor.
Underneath the task title, you'll see several items. First is the currently assigned user for the current workflow status of the item. Next is the due date, if there's any. Following that is the template used. Lastly, we have the item's categories separated by commas.
These items are clickable:
- Clicking on the assigned user brings out the people and due dates dialog box. This lets you change assigned people and due dates for the currently selected task.
- Clicking on the due date also brings out people and due dates.
- Clicking on the category brings out the change category dialog box.
The status column displays the current workflow status of an assignment. It also shows how long the item was in the said status. Clicking this will bring out the people and due dates dialog box for the corresponding assignment.
The content column displays the last update time and number of words an article (assignment) currently has.
The action column contains tools for managing an assignment. It consists of two buttons: Edit and Settings.
Edit brings you to the content editor for the corresponding assignment.
The settings button is a dropdown containing five items: assign people, manage due dates, change status, change template, and cancel.
Both the assign people and manage due dates brings up the people and due dates dialog box we saw earlier.
Change status brings out a similar dialog box, but this time it only contains the option for changing an assignment's workflow status.
Change template allows you to change an assignment's template.
Finally, we have the Cancel option, which allows you to cancel an assignment and send it back to the Tasks page. Clicking this brings up a dialog box asking you to confirm whether you want to send an assignment back to the tasks page.
If you canceled a Task accidentally, you can reclaim it, and the content will be restored.