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Overview of Assignments
Overview of Assignments

The Assignments section serves as your centralized hub for tracking tasks assigned to yourself or others.

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Introduction

The Assignments section serves as a vital component for efficient task management and organization. Designed to streamline workload tracking, Assignments offer a centralized platform for overseeing the tasks you've assigned to yourself or others.

The Assignments feature allows for:

  1. Efficient Task Management: Streamline workload tracking and organization by utilizing Assignments as a centralized platform for overseeing tasks.

  2. Seamless Collaboration: Facilitate smooth collaboration among team members by assigning tasks, monitoring progress, and communicating within the Assignments platform.

  3. Timely Task Completion: Track overdue items to ensure the timely completion of tasks, enhancing productivity and workflow efficiency.

  4. Comprehensive Task Tracking: Utilize Assignments to track various item types, including notes, emails, and work items, for comprehensive task management and organization.

Key Capabilities

  • Progress Tracking: Monitor the progress of assigned tasks using status indicators, ensuring timely completion and effective task management.

  • Communication Integration: Seamlessly communicate within tasks by mentioning team members and requesting updates directly within the Assignments platform.

  • Item Variety: Filtery by various item types, including notes, emails, and work items, for comprehensive task management and organization.

Getting Started

  1. Access Assignments: Navigate to the Assignments section off of the Main Menu

  2. Assign Tasks: Start by assigning tasks to yourself or team members directly within Assignments. Click on the "Assign" button, select the task, choose the assignee(s), and set the due date.

  3. Track Progress: Regularly monitor the progress of assigned tasks by checking the status indicators provided. Keep an eye on overdue items to prioritize tasks and ensure timely completion.

  4. Communicate Effectively: Utilize communication features within Assignments to enhance collaboration. Mention team members directly within tasks to loop them in and use the comment section to provide updates or request clarification.

  5. Familiarize with Item Types: Explore the various item types supported by Assignments, such as notes, emails, and work items. Understand how each item type contributes to comprehensive task management and organization.

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