Take action on an assignment

Project coordinators and project team members (assignees) can use the context menu Action_Menu to update an assignment in different ways.

Use the following list to understand these actions:

View
See the original options you used to create the assignment.
You can't edit or save any changes.
Project Coordinator can perform this action
Assignee can perform this action

Update
Edit the assignment options.
Save your changes to the assignment options.
Project Coordinator can perform this action
Assignee can't perform this action

State
Select the status of the work to be done as:
  • To Do
  • In Progress
  • Completed
  • Cancelled
Project Coordinator can perform this action
Assignee can perform this action

Remove
Deletes the assignment.
Project Coordinator can perform this action
Assignee can't perform this action

Initiate Workflow
This action completes the original assignment and opens the Start Workflow screen. Follow the steps in Start a workflow for a project assignment.
  • The state of the assignment is changed to Completed.
  • The team members and the project owner are notified in email automatically.
  • Only a project owner can undo this action.
Project Coordinator can perform this action
Assignee can't perform this action