Start Using Assignments

Getting started with Assignments, flexible handoffs that can happen at any point while completing a submission, is quick and easy.

Assignments

The Assignments feature allows users to start a submission, then assign it directly to another user to complete. Users can also make a submission-in-progress available for other users on their account to review or add information.

Reassign

The ability for a user to assign one of their submissions to someone else to finish it.

Unassign

The ability for a user to remove themselves as the assigned user for a submission and put it into an unassigned queue so it can be assigned to, or claimed by, someone else.

Claim

The ability for a user to see a list of "available, i.e. unassigned, submissions and assign it to themselves.

Each of these actions are available on a form-by-form basis using the Assignment Settings from the Form Settings page.

1. Navigate to your Forms page.
2. Select the name of your form. 
3. Under Settings, find Assignment Settings and select the Settings button. 

From the Assignment Settings page, you can select the checkboxes for the different functions and notifications for each setting. Be sure to Save after checking the boxes for your preferred settings.

The Assignment statuses for submissions are displayed in Work Hub where admins can reassign, unassign, and delete submissions.

Assignments is compatible with the following features:

• Table of Contents,
• Departments,
• Dispatch,
• Save to Cloud, which is required for Assignments to work.