An Assignment is one tracked carrying out of a Procedure. Each time the work comes up, assign the Procedure, and TaskTrain turns it into a checklist that guides and records the work.
Tasks
Each Step of the Procedure becomes a Task on the Assignment. Each Task has its own Assignee, start and due dates, and Completion Status, and its Guide shows the Step's instructions, Resources, Supplies, Deliverables, Tools, and criteria. See Follow a Task's Guide.
Who's involved
- The Assignee is responsible for the work. Each Task can have its own Assignee, set by its Step's Default Assignee or by the Roles staffed on the Assignment. See Re-staff Roles on an Assignment.
- The Requestor, if any, is the member the work is for.
- An Approver signs off Approval Tasks. See Approve, Return, or Reject a Task.
Completion Status
As work progresses, each Task's Completion Status is updated, so everyone can see where things stand. Updating a Task updates its parent and the Assignment, and the other way round.
- Open: Not Started, In Progress, On Hold, and Pending Approval.
- Closed: Completed, Skipped, Approved, and Rejected.
See Update Assignment or Task Completion Status.
Values the work captures
An Assignment captures the Field values its Procedure takes in and produces, such as a new hire's name or an approved amount. Values can carry into the next Procedure automatically through a Hand-off.
How Assignments start
Assign a Procedure yourself (Create an Assignment), or let Triggers start Assignments on a schedule, on a hand-off, or by e-mail or link.
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Overview
Step-by-Step
