How to Create, View, or Edit an Assignment

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Navigation:  Initiatives > Analysis > Initiative Management > Assignments >

How to Create, View, or Edit 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 41: 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.