How To Assign a To Do to a User

There are several ways to assign a To Do entry to a user:

• A supervisor can use the Supervisor Functions pages to review, assign and reassign To Dos to users.
  • The Supervisor To Do Summary page summarizes by type the total, Open (unassigned) and Being Worked On (assigned) entries for roles to which you belong.
  • The Total, Open or Being Worked On column hyperlinks transfers you to the Supervisor To Do Assignment page where you can assign / reassign one or more of the corresponding entries to a specific user.
• Use the To Do List Functions pages to review and assign To Dos to yourself.
  • The To Do Summary page summarizes by type the total, Open (unassigned) and Being Worked On (assigned to you) entries for roles to which you belong.
  • The Open column hyperlink transfers you to the To Do List page where you can assign one or more of the Open entries to yourself.
• You may also use the To Do Search page to find certain To Do entries based on various criteria and assign selected entries to a user.
• Forwarding an entry to a user using the To Do Entry page is yet another way of assigning an entry to a user.
• The Current To Do zone next assignment functionality can be configured to dynamically assign an Open To Do to the requesting user based on your organization's work assignment rules. Refer to this zone for more information.