Assignments

When you assign a record to other people, they have access to that record. If default assignees were set for the record at the record settings level, they are added automatically to the new record, and the record’s workflow state is changed to the first non-draft state.

Assignments are displayed in the notification center for 30 days.

  1. Open the record.
  2. In the Information panel of the module, select View assignments or courtesy copies, and then expand the Assigned To section.

    3. —Or—

    In the Information panel of the full record, expand the Assigned To section.

  1. Open the project home page.
  2. If the Assignments panel is closed, select Assignmens panel toolbar button (Assignments).
  3. In the By section, select the filters.
    • Assigned To: The name of the assignee.
    • Company: The company of the assignee.
    • Record Type: The type of assigned item.
    • Status: The status of the assigned item.
    • Due Date: The due date of the assignment. If an assignment doesn't have a due date, the record due date, if available, is used.
  4. To open a record from the panel, select one of the following:
    • Right arrow icon (Open): Open the record in the current tab.
    • Open in new tab icon (Open): Open the record in a new tab.
  • In the module, select the records, and then select Resend icon (Send) on the toolbar.

    • —Or—

    On the assignment card, select More icon (More) > Send Assignment Reminder.

    Reminders are sent only for open assignments.

After you add an assignment to a draft record, the record automatically changes to the next workflow status in the list. If the notification setting is on, assignees receive an email when they're added. Assignees can add a comment to the record by replying to the notification.

  1. In the Add Assignment dialog, hover over the profile picture or initials.
  2. In the contact popover, select the contact information that you want to copy.

    3. The contact information is copied to your clipboard.

  1. In the Assigned to section of the panel, select Add.
  2. Open the list of users or contacts.
    • To open the list of ProjectSight users, select Users.
    • To open the list of company and project contacts, select Contacts.

      • To view all the contacts, including those from other projects, select the Include account contacts checkbox.

  3. Select the checkbox for one or more names.

    4. If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.

  4. To invite a member, select Invite member.

    5. This option is available if you have permission to invite members.

    1. In the Email field, enter or select the email address.

      2. If you select an existing email address, the contact's name, company and default security role are entered automatically.

    2. From the Security role list, select a security role to make the new team member a ProjectSight user.

      3. —Or—

      Select None (contacts only) to make the new team member a project contact.

    3. In the First name and Last name fields, enter the name.
    4. In the Company field, select the company.

      5. —Or—

      Enter a new company name, and then select Add.

    5. Select Save.

      6. —Or—

      Select Save & add another to invite another team member.

  5. Select Done.
  6. To add a due date on the contact card, select Set a Due Date or Calendar icon (Date), and then select a date.

    7. If the record has a due date, that date is used as the assignment due date, but you can change it.

If you're assigned to a record, you can add a comment and link items to it by replying to the email notification. However, the assignment isn't marked as done until you manually change it.

  1. Open the email notification, and create a reply.

    2. In the email notification, select Reply.

  2. In the reply email, enter your comment above the indicated line.

    3. To include a web link, enter the URL in the reply. In ProjectSight, you can't select the link, but you can copy and paste it into a browser.

  3. Attach files to your response.

    4. The files will be linked to the comment in the record.

  4. Send the reply.

    5. The reply is added to the Comments tab of the record.

  • In the Assigned To section of the panel, select the side of a contact card, and drag it to a different position.

    • Assignments don't have to be completed in this order.

  • On the contact card, select Calendar icon (Date), and select the new date.

    • You can only change the due date for assignments that aren't completed yet.

  • On the contact card, selectGrey check mark(Mark Done), so it becomes green (Green check mark).

You can only delete assignments that aren't done yet.

  • On the contact card, select More icon (More) > Remove.

    • This person will no longer receive notifications.