View assignments

The assignment list allows you to review all available assignments. From the list, you can find out the scope of work, priorities, and order of assignments. It contains the following basic data about each assignment:

Priority—the assignment priority: Critical, Normal, or Low
Title—the assignment name
Task—the task type
Due date—the assignment expiry date
Assignee—the person assigned to complete the assignment

By default, the assignments on the list are arranged by their creation date. For other sorting options, refer to Sort assignments and create custom queues.

The assignment list supports infinite scroll. To return to the top, click the arrow in the right bottom corner.

The assignment list is expandable. In the bottom left corner, click the arrow button to hide the side panel and expand the assignment list.

To return to the view with queues, click the arrow button again.

Search for assignments

You can search for assignments by their titles. To find a specific assignment, do as follows:

Click the search bar.
Start entering your request, or paste the full-text request into the field.

The search is initiated on the first symbol entered. The assignment list is refreshed with the relevant results.

To clear the search input and return to all assignments, click the Close search icon.

Select assignments

To distribute assignments, you have to select them first. Choose assignments by selecting the checkboxes next to them. To view the checkboxes, hover over an assignment. Only selected checkboxes are shown.

Once checked, the number of selected assignments is shown in the bottom left corner. To remove the selection, either deselect the checkbox next to the required item or deselect all items by clicking the "-" indication above.

To select all assignments in the queue, check Select all. To remove the selection for all items, deselect the Select all box.

caution

If there are too many tasks in the queue, only the first hundred assignments are assigned.

When you group assignments by priorities, you can assign:

a group of assignments with the selected priority (Select all within the priority group)
assignments of various priorities (select only those assignments you need)

Select assignee

To recommend one or more workers to do a job or to indicate to colleagues that you are planning to process assignments yourself, you can use the Assign function.

Mind that assigning to someone, you do not restrict this person from processing the selected assignment. Even if a task has already been assigned or is being processed, you can still start working on the assignment and complete it.

important

When you assign to a person, you recommend this task for them. It's up to them whether to accept the assignment or not.

To process selected assignments yourself, click Assign to me in the right bottom corner.

Your name appears next to the corresponding assignments.

To select an assignee, do as follows:

Click Assign.
In the window that follows, select a person in the drop-down list.

You can search for an assignee directly in the field. For that, start entering the assignee's first or last name or username.

To remove an assignee from an assignment, select the Unassigned option in the drop-down list.
Click Assign. The message that the assignment has been successfully assigned appears, and the assignee name is shown next to the corresponding assignment.