Assignments & Tasks
Follow a Task's Guide
Step-by-step instructions: Find everything you need to do a Task
Re-staff Roles on an Assignment
Step-by-step instructions: Change who fills a Role on one Assignment
Approve, Return, or Reject a Task
Step-by-step instructions: Sign off on, send back, or reject an Approval Task
Capture Field Values
Step-by-step instructions: Enter the values an Assignment takes in and produces
Update Assignment/Task Assignee
Step-by-step instructions: Change the Assignee of an Assignment or Task
Navigate to an Assignment
Step-by-step instructions: Find and select an Assignment
Create an Assignment
Step-by-step instructions: Assign a Procedure
Update Assignment Requestor
Step-by-step instructions: Update the Requestor of an Assignment.
Update Assignment or Task Start or Due Date
Step-by-step instructions: Change the start and due dates of an Assignment or Task
Organize Assignments with Inbox Sections
Step-by-step instructions: Create and manage Sections to organize your Assignment Inbox.
Sort or Group Assignments
Step-by-step instructions: Sort or group my Assignment Inbox.
Filter or Search Assignments
Step-by-step instructions: Filter or search my Assignment Inbox.
Update Assignment Priority
Step-by-step instructions: Change the Priority level of an Assignment
Add or Remove Comment Thread Followers
Step-by-step instructions: Change who will be notified of messages in a Comment Thread.
Archive an Assignment
Step-by-step instructions: Archive an Assignment when I don't want to see it.
Comment on an Assignment or Task
Step-by-step instructions: Use Comments to communicate on Assignments or Tasks
Delete an Assignment
Step-by-step instructions: Delete an assignment created in error.
View Assignment Tasks
Step-by-step instructions: View an Assignment's Tasks as a list or a Flow, and see what each waits on
Update Assignment or Task Completion Status
Step-by-step instructions: Change Assignment and Task Completion Status, and see what a Task waits on
Update an Assignment Name
Step-by-step instructions: Edit the name of an Assignment