This applies to:
Available with the following QorusDocs Editions:
We recently released a bunch of improvements to the functionality described in this article, which you can learn about here. Please bear with us while we update the Help Center, we'll have a new article for you here soon!
With the Qorus Add-ins for Word and Excel, it's possible to create document tasks called assignments, in Office 365 Word documents. If you're new to collaborating with Qorus, 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 Qorus Add-in for Word or Excel
- Access the document that contains the assignment(s)
- Access your To-Do list
- Action an Assignment
1. INSTALL THE QORUS ADD-IN FOR WORD OR EXCEL
If you haven't done so yet, you'll want to make sure you have the Qorus Add-in for Word or Excel installed. You can find detailed steps on how to do that here, and if you're completely new to Qorus, 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 Qorus sends, and how to access the document.
3. ACCESS YOUR TO DO LIST OF ASSIGNMENT(S)
Next, in Word or Excel, launch the Qorus Add-in, and click on 'Assign' in the top nav. The first tab you see is the 'To Do' tab that contains a list of all the assignments within the document that have been assigned to you.
4. ACTION AN ASSIGNMENT
To view and action the assignment, simply click on the assignment name. This will also jump you to the place in the document where that assignment is found so you can begin working on it.
There are a few different ways in which you can action an assignment.
- Mark an assignment as 'Done' (1)
- View comments, and/or leave a comment (2)
- Reject the assignment (3)
(1) 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), and then marking it as 'Done'.
(2) View comments, and/or leave a comment
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 for a particular assignment.
Clicking on the comments button will bring up the following window:
Simply click and type within the text box to leave a comment (1), and then click 'Save' (2).
(3) 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 'Ok'.
Now there are two more things you should know when responding to an assignment: