Update Assignment/Task Assignee

Step by Step: Update Assignment/Task Assignee
Written by Keith Gillette
Updated 5 days ago

The Assignment assignee or the Administrator or Lead of the Portfolio in which the Procedure on which the Assignment is based may update the assignee.

  1. Navigate to the assignment or the specific assignment task.

  2. In the detail pane, select the Info tab to open the Assignment Info panel.

  3. If the Details section is collapsed, click the Details header to expand it

  4. Press the Assignee caret to open the list of members with Portfolio Access.

  5. Select the appropriate member from the list to assign them to the task.
  6. When the dialog appears, choose whether you want to assign only the assignment or the assignment and all associated tasks.    

        

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Overview

  1. Assignments Overview

Assignments & Tasks

  1. Navigate to an Assignment
  2. View Assignment Tasks
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