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.
-
Navigate to the assignment or the specific assignment task.
-
In the detail pane, select the Info tab to open the Assignment Info panel.
-
If the Details section is collapsed, click the Details header to expand it
-
Press the Assignee caret to open the list of members with Portfolio Access.
.jpg)
- Select the appropriate member from the list to assign them to the task.
- When the dialog appears, choose whether you want to assign only the assignment or the assignment and all associated tasks.
.jpg)
Related Articles
Overview
Assignments & Tasks