Create an assignment

You can create assignments to get project work done. If you don't know yet who will do the work or the components haven't been created, you can still create assignments. You only have to identify the activity, such as "write content," and the state, such as "To Do" to add an assignment to the project. When you know who will do the work and on which components, you can update the assignment with that information.

Tips and tricks
  • You must have an existing project. Before you can create an assignment, you must have a project. Create a project if one doesn't exist.
  • Customize your activities. Inspire administrators can add options to the Activity list or update the default values. Follow the steps in Add a project activity configuration.
  • Work with participants. You have the option of assigning work to a participant.
    • If you want to identify who is working on the assignment when you create it, the user must be a member of the project team. Otherwise, you can add participants after you create the assignment. Follow the steps in Add participants to a project.
    • If you try to assign work to a participant who doesn't have access permissions to a component in the assignment, you will see an error with the name of the restricted component.

      • You are returned to the Create or Update Assignment screen to change the participant or the component.
      • For details on how to set permissions, refer to: Set permissions.

  • Component options. When you create an assignment, if you include multiple components in the assignment, you have the following options:

    • Create a separate assignment for each component
    • Keep all the components in this single assignment

    If you choose to create an assignment for each component you included, all assignments that Inspire creates will have the same activities, states, and properties as the original assignment.

    You only see this option when you create an assignment. You must:

    • Add multiple components

    • Click Create

    You do not see this option when you are updating an assignment by clicking Update.

    • You can create an assignment without adding components. If you do this and update the assignment later to add multiple components, you will not see this option.
    • Even if you are updating an assignment that originally had no components included, and you add multiple components, when you click Update, all components are added to the existing assignment.

You must have permission to the Projects Module to work with projects.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.