This applies to:
Available with the following QorusDocs Editions:
With the QorusDocs Add-in for Office, it's possible to create assignment tasks in Word documents, Excel spreadsheet, and PowerPoint presentations.
If you're new to collaborating with QorusDocs, you might want to take a minute to go through this article first, which provides a good overview of how it works, and introduces a few of the key concepts.
In this article, we'll be explaining what to do if you receive an assignment:
- Install the QorusDocs Add-in
- Access the document that contains the assignment(s)
- Access your document assignment(s)
- Action your document Assignment(s)
- Comment on your document assignment(s)
1. Install the QorusDocs Add-Ins
If you haven't done so yet, you'll want to make sure you have the QorusDocs Add-in for Word, PowerPoint and Excel installed. You can find detailed steps on how to do that here, and if you're completely new to QorusDocs, then you might also want to check out this Quick Start Guide.
2. Access the document that contains the assignment(s)
When someone assigns part of a document to you, you'll receive an email notification. In that email, you'll find a link to access the document that contains your assignment(s). Click here to learn more about the collaboration email notifications that QorusDocs sends, and how to access the document.
You can also access the documents containing your assignments in the Hub Central by going to:
- Hub Central > Assignments where you can view the list of all assignments that have been assigned to you.
- Hub Central > Pursuits > Assignments where you can view all assignments associated with a Pursuit within your Pursuit workspace.
3. Access your document assignments
Next, in your Office app, launch the QorusDocs Add-in, and click on 'Assign' in the top nav.
You can also expand the add-ins by dragging its left edge, so there is more space to see long assignment names:
In the Assign pane of your add-in, QorusDocs will, by default, automatically show assignments where the ‘Assignee’ is you, and the ‘Status’ is ‘Assigned’. This way you immediately get to see your “To-do" list of assignments.
You will also find a range of filters, which you can adjust to bring into view the assignments you need:
- Assignee: You can view assignments that have been assigned to a specific person(s).
- Status: This will show assignments based on their current status: ‘Assigned’, ‘Done’ and/or ‘Rejected’.
- Owner: You can see assignments which have been created by a specific person, otherwise known as the Assignment Owner.
In addition to filtering, you can also sort assignments to help you get to the right assignment in the document in just a few clicks.
By default, QorusDocs automatically sorts assignments based on their Due Date, so that the most urgent assignments are bubbled to the top of the list.
You can also sort assignments alphabetically (‘Name’) or by last modified date (‘Last Modified’) by clicking on the Sort icon.
4. Action your document assignments
To view and action an assignment, simply click on the assignment name.
This will jump you to the place in the document where that assignment is found so you can begin working on it.
If you are working in...:
- Word, you will be redirected to a section of the document where the assignment content control can be found.
- Excel, you will be redirected a cell.
- PowerPoint you will be redirected to a slide.
QorusDocs makes it intuitive and easy to respond to your assignment, with buttons that clearly spell out the options available to you. You can action the assignment by clicking the relevant button to either:
- Mark done, or
Marking an assignment as 'Done'
The most obvious one of course, is to complete the assignment (by typing within the assignment container, or content control within the document for Word), and then marking it as 'Done'.
Reject the assignment
Then, if the wrong part of the document has been assigned to you, or it's really not your area of expertise, or for any other reason, you can reject the assignment.
When you do, we'll ask you to provide a reason for rejecting the assignment. When you're done, click 'Reject'.
It’s important to note that you’ll only see assignment action buttons if:
5. Comment on your document assignments
You might also want to look at any comments that might have been left for you by the person who created the assignment. There could be some useful information around what's expected of you.
For each assignment, next to the cog or gear icon, you’ll see a chat bubble icon which displays the number of comments there are for that assignment, and, when clicked, will bring up the full thread of comments.
If the number is greater than zero, then that means there’s at least one comment for that assignment. To view the comments, and optionally leave a comment of your own, click on the chat bubble:
This will bring up a new window with the full comment thread and a space to leave a comment yourself if you wish:
As soon as you post a comment, the assignment owner will receive an email notification, with direct links to open the document and/or access the Pursuit from the email.
Now there are two more things you should know when responding to an assignment:
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