Before you begin
An assignment needs a clear accountable person and a next action.
Recommended workflow
Check the owner, due date and completion criteria. Reassign work through the available module controls when responsibilities change.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not assume a notification proves that the recipient has accepted or completed the assignment.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team