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.

Default assignees are currently not available for checklists.

  1. Open the record.
  2. In the Information panel of the record view, click View All, 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 record view.
  2. If the Search panel isn't open, click Search icon (Search) on the navigation toolbar.
  3. In the Assigned To section, click Me or My Company, so it's selected (check).
You can also see your total number of open assignments on the project home page and the project home page. Assignments badge on a record type tile

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 in the web application, assignees receive an email when they're added. Assignees can add a comment to the record by replying to the notification.

Notifications are sent after the project data is synced.

  1. In the Assigned To section of the panel, click Add.
  2. Select a person, who can only be assigned once to the record.

    3. A contact card is added to the Assigned To section. The assignment is also noted in the activity stream of the record.

  3. On the contact card, add or edit the due date.

    4. The due date is set automatically to the same due date, if one is available, as the parent record.

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, click 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 click 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.

  1. In the Assigned To section of the panel, on the contact card, click more_horiz (More) > Edit.
  2. Click and drag the contact card to the desired place.

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

  • On the contact card, click Due on Date, and select the new date.

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

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

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

  • On the contact card, click more_horiz (More) > Remove.

    • This person will no longer receive notifications.