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 
.
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 
the detailed information of the assignment.
•Edit 
the assignment information.
•Select Show 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 
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.
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. |
On the Assignments screen: •Select •Select View •Select Edit  Figure 28: Assignment Detail Screen
Any of these options opens the Assignment Detail screen, ready for you to enter, review, or update the fields below. Then select Save to save the changes to an existing assignment or to create a new self-assigned 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. |