Create Document-level Assignments

With the Qorus Add-ins for Word and Excel, you can assign parts of a document to one or more collaborators.

People you've created assignments for will receive email notifications, and their assignments will appear under their 'To Do' list in Qorus. As the person creating assignments, you'll be informed of any change in the status of the assignment. To learn more about the experience for assignment recipients, and how to action an assignment, please click here.

IMPORTANT: Creating an assignment for a document does not automatically grant access to the document, so make sure that your document is saved in OneDrive for Business, or a SharePoint Online library, and that it has been shared with the people want to collaborate with. 

In this article, we'll explain how to: 

CREATE A SIMPLE ASSIGNMENT

The first thing you'll need to do is select the part of the document that you'd like to assign. You can assign anything from a blank spot in a Word document or blank cell in Excel, like the space for an answer below a question, or several paragraphs of text, for instance if you'd like colleagues to review something that's already been written.

The important thing to know is that in Word the part of the document that you select and assign to one or more colleagues with Qorus will be surrounded by a container known as a content control. People who are recipients of an assignment would generally be expected to type, contribute, or review whatever appears within that assignment container. So you'll want to make sure that you place your cursor either in the right place in the document, or that you've selected the right part of the document for the particular assignment you're creating.

Once you've made your selection in the document, or placed your cursor in the right spot, you can click the 'Assign' tab and then click the 'Create Assignment' button.

A new window will open where you can fill out the Assignment form.

You will be asked to give the assignment you're creating a name (1). 

Next, select the Pursuit that assignment is associated with (2). You can use the drop down to choose from your recently-used Pursuits or click on the 'Search for Pursuit' button to find the desired Pursuit. Associating the assignment to the Pursuit will help your team stay organized. When an assignment is set to the specific Pursuit than in Hub Central on the Assignment tab your colleagues can view and track the assignment progress. 

In the Assigned Users section (3), enter the first few letters of the name of the person you'd like to create the assignment for, and then select their name from the drop down menu that appears next.

You can assign a part of a document to up to 10 different people. As you add users to an assignment, you'll see their names under 'Assigned Users'.

If needed, you can leave the comments or assignment instructions in the 'Comments' box (4). Click within the larger text box area, and start typing to provide additional information.

Click on the calendar icon (5) to open the date picker and select the due date for the assignment. click on the calendar icon and pick the date you'd like to set. Qorus will track the completion of the assignment against that due date for reporting purposes, and make it easy to see whether an assignment is overdue.

Next, if you'd like to have an email notification sent out immediately after you've created the assignment, you can check the 'Notify Immediately' check box. Otherwise assignment recipients will be notified a bit later in the day. You  can also specify how many days before the deadline you want the assignment recipient to be notified about the assignment.  

Then, simply click on 'Save' (6) and your assignment will be created.

And that's it! You've created your first assignment. You should be able to view the new assignment and its status under the 'Created' tab.

Assignment recipient(s) will be notified in a daily digest email, that lists all the assignments currently open and created for them, across all documents. 

WHAT'S NEXT

• View People Insights while working in Word
• Respond to an assignment
• Stay Informed With Assignment Email Notifications