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Assignment, Add
1. Select Assignments>Add Assignment (1 Person) from the main menu, or from the toolbar. The Assignment Information window will appear. (See: Add an Assignment for Group.)
2. Enter up to 50 characters as a name or label in the Assignment field. (Some DELEGATOR functions will not display the full 50 characters without scrolling.)
3. Click or tab to the Person field. The drop-down list contains all the current people to whom you are authorized to give assignments. Select one of the existing people by double clicking or click the Create button to create an entry for a new person. If the person is a User, select the 'Assignee can conclude' check box to indicate whether that person can conclude the assignment, or leave blank if the person cannot conclude the assignment.
4. Enter the priority of the assignment or use the spin buttons. If this is a secondary assignment, check the Secondary box.
5. Enter the due date for the assignment. Enter the date using any standard format, or click the Cal button, from which you may select a date and then click the OK button to enter the date in the Due field.
6. If this is to be a regularly recurring assignment, click the Repeating button to specify when the assignment is to be repeated. (See: Assignment, Schedule Repeat.)
7. If the assignment is to be part of a project, click the drop-down button beside the Project field and either select an existing project or click the Create button to create a new project.
8. Enter the Start Date for the Assignment. Use the Cal button to display a calendar if necessary.
9. If you wish to add general or confidential comments, click the Comments or Confidential tabs, respectively, and enter the comments in the space provided.
10. If you wish to add reminders about this assignment, click the Reminders tab. Click the Insert button and enter the date when the reminder is to appear, plus a brief note, and whether you wish to be alerted about this reminder on start up.
11. If you, the assignee, wish to make notes or comments, do so on the Assignee tab. These comments are visible to anyone with view access to the assignment, but can be edited only by the assignee.
12. If you wish to send the information as an e-mail, click the E-mail button.
13. A log of when the assignment was created or changed is generated automatically and displayed on the Log tab.
14. Click the OK button. (Assignment name, priority, person and due date are all required before the assignment can be completed.)
Assignment, Give To More Than One Person
Assignment, Pass On
Assignment, Schedule Repeat
Assignments, Change
Assignments, Delete
Assignments, Delete by Batch (Date)
Assignments, E-mail
Assignments, View Due Now
Assignments, View Past (History)
Assignments, View Future (Look Forward)
Assignments, View Unseen
Assignments, View Time Line
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