My Assignments view
The My Assignments view makes it easy to view all the tasks and workflow actions, referred to as assignments, assigned to you.
View your assignments
Select the desired project from the context selector.
Click the My assignments view icon (
) in the menu sidebar.This view shows the priority, the progress percentage, the assignment creator, and the workflow state of each assignment. Assignments are grouped by status and type. Click an assignment to open its detail view where you can find the following information:
- The Details tab (
) displays information such as the assignment number, creator, status, type, priority, description, duration, end, and assignee. The workflow buttons to complete the task are also available in this tab. - The Documents tab (
) displays all documents attached to the assignment. You can also add documents and folders directly from this tab. - The Notes tab (
) displays any comments from workflow actions.
- The Details tab (
Download an attached document
Select the desired project from the context selector.
Click the My Assignments view icon (
) in the menu bar.Click the assignment that contains the attached document.
The assignment's detail view opens.
Click the documents tab (
).Select the document you want to download.
Select the version you wish to download, and click Download (
).
Attach a document to an assignment
Select the desired project from the context selector.
Click the My Assignments view icon (
) in the menu bar.Click the assignment that you want to attach a document to.
The assignment's detail view opens.
Click the documents tab (
).Click the add document button (
).Locate and select the desired document.
Click Open.
Organize attached documents with folders
Select the desired project from the context selector.
Click the My assignments view icon (
) in the menu bar.Click the assignment that you want to add folders to.
The assignment's detail view opens.
Click the documents tab (
).Click the add folder button.
Name the new folder.
Click OK.