Assignments

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Assignments

What can you do on this screen?

The Assignments screen lists your assignments, grouped by initiative. Unlike the Dashboard, this screen will show all your assignments (by initiatives, if related to any initiative), regardless of Status.

You can also create self-assigned assignments, by selecting NewIcon.

 

Assignments

Figure 27: Assignments

From this screen you can select an assignment and then use the icons in each row in the Actions and Delete columns to:

View Table-View the detailed information of the assignment.

Edit Table-Edit the assignment information.

Select 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.

Delete Table-Delete a self-assigned assignment - delete initiative-based assignments on the Initiatives > Analysis/Design > Initiative Management > Assignments screen. 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.

Finding Assignments

If you can't find the assignment you're looking for, enter a search term in the Find: field and select Search. The table will list all assignments that contain your search term on the screen.

You can sort the order of the initiatives that are listed on the screen to find the relevant assignment. To do that, click the up or down arrow in the top row of the assignments table. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.

Details on the Assignments Table

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.