Table of Contents
User Guide
Creating an Assignment for a File

Use the Assignments interface to create an assignment for a file and assign users to it.
You’re in the Content Manager and want to create an assignment for a file.
  1. Right-click a file and select New Assignment.

    Expected Result
    The Create Assignment window displays and the file is listed in the Resource field.
  2. Complete the following fields:

    1. Enter a summary.
    2. Enter a due date.
    3. (Optional) In the Context Map drop-down menu, click Select a context map and select a map to add to the assignment.

      Step Information
      The keys and key definitions defined in the selected context map are applied when viewing topics.
    4. Click Add Topics, select topics to add to the assignment and click Select.
    5. [Optional] To avoid sending an email notification to the assignees about the assignment, uncheck Send email notification.

      Step Information
      Note:By default this option is checked so the responsible assignees are notified about the assignment. We recommend that you leave this setting checked.
    6. Select a workflow.
    7. For each step, select users or groups you want to complete the step.

      Step Information

      If you select a group or more than one user, all members will be notified when their step becomes active, and one member will have to claim the step to complete it.

  3. Click Create.
An assignment for the file is created. An inbox notification and email are sent to the user(s) responsible for the first step in the workflow.