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Assignment Information Window

The Assignment Information window is used to enter a new assignment for one person and to view or update the detailed information about an existing assignment. To enter an assignment for everyone on a Group list, see Assignment, Give To More Than One Person.

An assignment requires a minimum of a name for the assignment, person (or group), due date and priority. If any of these key elements is missing, the assignment cannot be entered and the OK button remains disabled. The remaining fields are either optional or filled in automatically.



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BUTTONS

Repeating  Create or change instructions for how often and when an assignment is to be repeated. When a Repeating assignment is concluded, it is given a new Due Date based on these instructions.

Duplicate  Lets you, the assignment owner, give the same assignment to another person.


Reassign  Lets you, the assignee, give a copy of the assignment to another person to carry out.  The original assignment remains your responsibility. See: Assignment, Pass On

Print  Prints the window information.

E-Mail  Sends e-mail to the assignee's e-mail address. The window information is contained within the body of the e-mail message.

Conclude  Mark this assignment as concluded.


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GENERAL TAB

Assignment   The label or name used to identify this assignment. Up to 50 characters can be used, but some functions will not show the full 50 characters without scrolling.

Person  Select the Short Name of the person to be assigned from the drop-down list. If you need to create a new person entry, click the small Create button beside it. If you selected a default person for assignments in User Preferences, the Short Name of that person will appear in this field.

Assignee Can Conclude  Check box specifies whether or not an assignee can conclude the assignment.

Priority The importance of the assignment in a range between 1 (most important) to 9 (least important). Enter a number or use the spin buttons and your mouse to enter a priority. The default priority can be changed through User Preferences.

Secondary  A check box for toggling whether or not the assignment is Secondary.

Due  The due date for the assignment. You can use any of the standard date formats to enter the date, but the date will always be displayed in your Windows long format. Clicking the small Cal button beside the entry field brings up a small pop-up calendar for selecting a date. For assignments that recur regularly, click the Repeating button.

Start  The starting date of the assignment. This optional field lets you specify a date the assignment is to start.

Project If the assignment is part of a project, select the project name from the drop-down list. You can create a new project by clicking the small Create button beside the drop-down list.

If you are viewing information on an existing assignment, any or all of the following fields will be visible:

Assigned  When the assignment was originally assigned.

Original Due  The first due date given to this assignment

Original Start  The first start date given to this assignment

Previous Due  If the due date of the assignment has been changed, the due date prior to the last change is shown.

Concluded  When the assignment was concluded.    

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COMMENTS TAB

Up to 2,000 characters of free-form text can be used on the Comments Tab to give a more detailed description of the assignment or more specific instructions. When general comments are present, the tab text changes to red. General Comments are included if you print the assignment information directly or create a text file for E-mail.  

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LOG TAB

A log of when the assignment was created or changed.

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REMINDERS TAB

Used to create and display any reminders associated with the assignment.  

Insert  Create a new reminder for this assignment.

Change  Change the highlighted reminder.

Delete  Delete the highlighted reminder.

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ASSIGNEE COMMENTS TAB

Up to 2,000 characters of free-form text for an assignee to make notes or comments.  These comments are visible to anyone with view access to the assignment, but can be edited only by the assignee.  

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CONFIDENTIAL COMMENTS TAB

Up to 1000 characters of free-form text that can be kept separate from other information about the assignment. Confidential Comments are visible only to the Owner of the assignment and are NOT included if you print the assignment information or create a text file for E-mail.  


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