🗂 Key Features of the Assignment Tab

• View all assignments linked to the workflow in a grid format.
• Create new assignments with responsible persons, actions, deadlines, and descriptions.
• Track the status and progress of each assignment.
• Use the Actions column to quickly edit or review assignment details.

✏️ Creating a New Assignment

1. Click + ASSIGNMENT in the toolbar.
2. Fill out the Info section:
   • Responsible → Select the person who will complete the task.
   • Action → Choose from predefined options such as:
     • Approve
     • Approve and Sign
     • For Information
   • Deadline → Specify the due date.
   • Description → Provide additional task details or instructions.
3. Fill out the Status section:
   • Status → Indicate current progress (e.g., Open, Completed).
   • Status Description → Add notes explaining the status.
4. Click Save to confirm.

📊 Assignment Grid Overview

💡 Tips for Efficient Assignment Management

• Always set a clear deadline to ensure timely completion.
• Use the Status Description for context — especially for delays or dependencies.
• Keep assignments concise but clear to avoid misunderstandings.

❓ FAQ

Q: Can I assign multiple people to the same task?
No, each assignment can only have one responsible person, but you can create multiple assignments for the same workflow.

Q: What happens when I change the status of an assignment?
The changes related to the Status is logged in the workflow log tab, ensuring traceability for future reference.

Q: Can I delete an assignment once it’s created?
Yes, but only if you have the correct permissions. Deleted assignments are removed from the workflow.

Q: Are deadlines mandatory?
Yes, setting them is mandatory to ensure tasks stay on schedule.

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