Add an assignment

Assignments are used to track individual internal activities needed to complete a checklist.

If you want to add constraints on this assignment, make sure that you are assigned the relevant permissions.

  1. Go to Company > All > Assignments and select Add (circle) next to Assignments.
  2.  In the General information section, set the required fields for the assignment and any other fields as needed.
    1. Enter an Assignment name (required).
    2. Select a Start date (required).
      The start date must be before the due date.
    3. Select a Due date (required).
      The due date must be after the start date.
    4. Select an Assignee from the dropdown menu (required).
    For more information about the fields, see Field descriptions: Assignments.
  3. Select Save.