How to Assign a Task/Action in Assurance

Note: Tasks or Actions share exactly the same function and customers may refer to either depending on the adopted terminology in their site.

1. Select the Tasks or Actions tab.
   
   
2. Select Tasks or Actions again from the list of drop-down options, to open the Task Library. 
   
   
3. Locate the Task or Action you wish to assign and select the Key.
   
   
4. You will be taken to the Details section of the selected Task.
   
   
5. Navigate to the Assignments Tab, or click Assign Task or Assign Action. 
   
   
6. Click Assign Task or Assign Action.
   
   

7. Select the Person Responsible, Which Business Unit they belong too, Due Date and if the Assignment will be Repeated.

Note: If you select more than one person responsible, a check-box will appear called All must complete. If you need both people to complete this task, select this check-box. Otherwise, leave it blank. 

1. Open the Assignment Settings and fill out as applicable.