Review Task and Checklist Assignments

You can create task or checklist assignments for one to many people and view or update the assignment details.

On the Assignments tab on the Task Management page, you can see assignments summary and detail information while progressing through the assignment wizard. This helps to maintain context of the task or checklist being assigned and to ensure the accuracy of your assignments. View the summaries of choices selected in each step of the assignment wizard before triggering the assignment. Click copy to clipboard icon to copy the basic details (person names and emails) of people being assigned a task or checklist to the clipboard.

While creating an assignment, narrow down your person search results by using the different Advanced Search criteria like Status, Assignee, Category, and so on. You can also view a task details by clicking a task name.

Here are some examples of task or checklist details:

• Person name and email to whom the tasks or checklists are assigned.

• Whether the task is enabled to be reassigned to another person.

• Total number of assigned tasks, and how many are finished.

• Highlighted due date and time for overdue tasks.

• Number of days remaining until the task due date.

• Completed date.

• Status, such as in progress or completed.

• Assigned date.