Creating a new assignment

Users defined as Project Managers and Administrators can create assignments. Stay on top of your workload by creating assignments and tracking their status.

An assignment is associated with a specific project. It is important to note that before you can create an assignment, you must first create the project. Additionally, to assign an assignment to a team member, you must share the project with the team member before assigning it. See Creating a new project and Working with shared projects for more information.

Users that you assign assignments to can view assignment details and provide comments to keep you updated of their progress. You cannot assign assignments to external reviewers.

To create a new assignment, click Create New Assignment on the Assignments tab.

The Create Assignments window opens. Complete the fields as follows:

Project

Use this drop-down list to select the folder and project.

Status

Use this drop-down list to select the status of the assignment.

Assigned To

Use this drop-down list to select the user ID of the team member to which the project is shared and the assignment is assigned.

Description

Provide a short description of the assignment.

Comments

Provide additional information about the assignment.

Click Create to create the assignment and view the assignment details. Click Create and Quit to create the assignment and return to the Getting Started page.

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