Complete workflow tasks for a project assignment

Participants with assignments in a workflow can complete their workflow assignment and advance the workflow to the next participant with an assigned task in the workflow.

Tips and tricks

  • You can also manage your assignment from the Dashboard tab.
  • Inspire sends you email when you have a new project assignment. You can use this notification to open the project assignment and read the details.

    The notification looks similar to the figure below.

    You can use the email to:
    • Know when you should start on the project and when it's due (in Assignment Detail).
    • Know what task you're supposed to complete. In the example above, you need to evaluate a request (in Assignment Detail).
    • Click a link to quickly open a component or a binary file such as an image to review (in Components).
    • See any details the project owner sent with the assignment (in Description).
    • Click a link to quickly open the project your assignment belongs to (in Project).
    • See who the project owner is (in Project)
  • Some assignments are initially shared among a group of users, including you. When this happens, the first person to set the assignment's status to In Progress claims it and is responsible for completing the work.

    The Notification looks similar to the following:

    • In this case, you cannot use the notification to start work on the assignment.
    • Instead, you must open the project to check and see if it has been claimed yet.
    • Use the project link after Title and claim the assignment if it is still available.
    • To claim assignment, use the Options menu to change the State to In Progress

To complete workflow tasks for a project assignment:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, double-click the project that contains the assignment you want to view.
  3. In the Assignments pane, select the assignment that is assigned to you, right-click it, and select View.

    A project assignment can be given a State of Ready to Claim. In this scenario, no specific user is assigned to complete the work. Instead, a list of possible users is identified and they are all notified that the assignment can be claimed.

    • The first user to claim the assignment by setting the State to In Progress can complete the work.
    • For more details read: Claim an assignment.

    Results:

    • Note the dates when you should start on the work (Start By) and when it should be done (Due By).
    • Follow the instructions in the Description to complete the work.
  4. On the Project Management tab, in the row listing the assignment you completed, select the Options menu, select State, and then select Completed.
  5. To complete the assignment, on the confirmation screen, click Yes.
  6. On the Next Workflow Task screen, enter the following information.
    1. From the Task list, select the task to use to advance the workflow.
    2. From the Assign To list, select the user that you want to assign the next workflow task to.

      Even if the next workflow task is marked as Claimable, because this field is required, you must still select any available assignee. A list of users identified in the workflow will still get a notification to claim the work.

  7. On the Next Workflow Task screen, to save changes and advance the workflow to the next assigned participant, select Save.