Assignments

The Assignments page can only be accessed when you're inside a project and you have the right permissions.

Note: Everything we'll cover here is 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 discussed here won't be available to you. See "Complete Guide to Permissions" and " User Roles and Permissions" for more info.

The highlight of this page the assignments table (#3), which, by default, displays tasks that are currently being worked on. 

It has the following columns: TaskStatusContent, and Action. We'll discuss them in greater detail later.

You can adjust how many items are displayed in the table at once via the Show dropdown (#2). By default, the 25 most recent assignments that are currently being worked on is displayed.

We also have searchfilters, and "only show my assignments" items (#1) in the upper left section 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 let you view completed assignments (which is hidden by default).

The following sections discuss the table's individual columns in greater detail.

Task

The task column contains the assignment names along with some information about them.

The title, when clicked, redirects you to the content editor for that particular item. Depending on your permissions, you may or may not be able to edit the content in the content editor.

Underneath the task title is several items.

The first one is the name of the currently assigned user for the item's current workflow status.

Next is the due date, if there's any.

Following that is the template used for the item.

And lastly, is the item's categories separated by commas.

All of these are clickable.

Clicking the assigned user's name brings out the assigned people and due dates dialog box, allowing you to modify assigned people and workflow status due dates.

Clicking on the due date also brings out the same dialog box as above.

Clicking on the template name brings out the template selection dialog box, allowing you to change the template on-the-fly.

Clicking on the category brings out the category selection dialog box. This will allow you to change, remove or add categories to an item.

Status

The status column displays the current workflow status of an assignment. It also shows how long the item is in the said status.

Clicking on the names of the workflow statuses will bring out the assign people and due dates dialog box for its corresponding item.

Content

The content column displays the last update time and number of words an article (assignment) currently has.

Action

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 six items: assign peoplemanage due dateschange statuschange templatechange category, and cancel.

Both the assign people and manage due dates bring up the assigned people and due dates dialog box discussed earlier.

Change status allows you to change the item's workflow status.

Change template allows you to change the item's template.

Change category lets you change the item's category.

Cancel allows you to cancel an assignment and send it back to the Tasks page. Clicking this brings up a  confirmation box asking if you really want to send an assignment back to the tasks page.

If you cancel an assignment, you can reclaim it or have it reassigned to someone else. Its content, if any, won't be removed and will still be present after reclaiming or reassigning.