Initiatives > Analysis/Design > Initiative Management > Assignments

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Initiatives > Analysis/Design > Initiative Management > Assignments

What can you do on this screen?

The Assignments screen lists all the assignments that have been created for the initiative. You can access this screen from both the Initiatives > Analysis > Initiative Management and the Initiatives > Design > Initiative Management screens.

 

Initiative Management > Assignments

Figure 38: Initiative Management > Assignments

On this screen you can:

•Create a NewIcon assignment.

•Select an assignment and:

oView Table-View the detailed information of the assignment.

oEdit Table-Edit the assignment information.

oSelect Show History Table-History to review the changes made to the assignment, including the user name and date/time of saved changes, and revert to an earlier saved revision.

oDelete Table-Delete an assignment. Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.

hmtoggle_arrow1Details on the Assignments Table

No

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Assignment Title

The Title field shows the name or title of the assignment. You can create initiative-based assignments on the Initiatives > Analysis/Design > Initiative > Assignments screens. LEAD automatically assigns assignments to the owner of the initiative, though you can reassign them to other users, as needed. You can create self-assigned assignments on the Dashboard > Assignments screen. Assigned assignments will show on the Dashboard and Assignments screens.
hmtoggle_arrow1Creating, Viewing or Editing an Assignment

On the Assignments screen:

•Select NewIcon to create a new assignment.

•Select View Table-View to review a selected assignment. If you need to make any changes, select Edit on the Assignment Detail screen.

•Select Edit Table-Edit to make changes to a selected assignment.

Any of these options opens the Assignment Detail screen, ready for you to enter, review, or update the fields below.

Initiative Management > Assignment Detail Screen

Figure 39: Initiative Management > Assignment Detail Screen

 

Then select Save to save the changes to an existing assignment or to create a new assignment and return to the list of assignments. Select the X at the top right of the pop-up to close the Assignment Detail screen or select Cancel to close the pop-up without saving any changes.

Title

The Title field shows the name or title of the assignment. You can create initiative-based assignments on the Initiatives > Analysis/Design > Initiative > Assignments screens. LEAD automatically assigns assignments to the owner of the initiative, though you can reassign them to other users, as needed. You can create self-assigned assignments on the Dashboard > Assignments screen. Assigned assignments will show on the Dashboard and Assignments screens.

Initiative Title

The full name or Title of the initiative.

Status

The current Status of the assignment. The following options are available: Not Started, In Progress, Completed, Waiting, and Deferred.

Priority

The Priority field shows the current priority of the assignment. The following options are available: Low, Normal, and High.

Assigned Users

The Assigned Users link allows you to select the users assigned to complete or track completion of the assignment.

Start Date

The Start Date shows the expected start date of the assignment.

End Date

The End Date is the expected end date of the assignment.

Note

The Note field shows more information about the assignment.