Create Document-level Assignments

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

Before you can create assignments, you’ll also need to have the QorusDocs Add-in installed if you haven’t done so already.

It’s worth noting that, while you will usually be creating assignments in documents that are associated with a Pursuit, you can create assignments in documents that are not associated with any Pursuits.

IMPORTANT: Creating an assignment for a document does not automatically grant access to the document, so make sure that your document is saved in a shared location, and that the people you want to collaborate with have access to it. 

In this article, we'll explain:

1. Where you can create an assignment in Word
2. Where you can create an assignment in Excel
3. Where you can create an assignment in PowerPoint
4. How to create an assignment

1. Where you can create an assignment in Word 

In Word, you can create assignments in the following locations within your document:

• In a blank space:

The spot where you create an assignment in Word gets surrounded by a grey container known as a content control, a bit like this:

When assignees click on an assignment in the QorusDocs Add-in, they will be taken straight to the location in the document where the assignment content control is found, and that is where they would generally be expected to respond to the assignment. So, you'll want to make sure that you place your cursor in the right place in the document before you create the assignment – like in the space below a question where you want an answer to go.

•  Around one or more selected parts of the document:

When you select a portion of a Word document to create an assignment, your selection will be surrounded by the assignment content control container:

If you have a portion of a document that you’d like a co-worker to review, select that part first and then create your assignment.

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2. Where you can create an assignment in Excel 

In Excel, you can create assignments in one cell or more cells at a time, and in or more more sheets in the same workbook.

For example, you can select a blank cell next to or below a question, where the response should go:

Alternatively, you could select a cell that already contains text. What you won’t be able to do however is click inside a cell and select only some of the text it contains to assign it. If you’d like the assignee to focus on something specific within a cell, you can draw your co-worker's attention to this by using the assignment comments.

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3. Where you can create an assignment in PowerPoint

In PowerPoint, you can create assignments at slide level, meaning you can assign one or more slides at a time with each assignment:

As with Excel document-level assignments, if there’s a specific portion of a slide that requires attention, you can use the assignment comments to point that out to the co-worker's you’re collaborating with. You can learn more about PowerPoint Assignments here.

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4. Create an assignment

Once you've selected the cell, part of the document or slide(s) you’d like to assign, you can click the 'Assign' tab in the top nav of the QorusDocs Add-in and then click the 'Create Assignment' button.

A new window will pop up in the Assign pane where you can fill out the Assignment details.

Under ‘Assigned Users’, type 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.

You can create assignments for up to 10 different people. As you add users to an assignment, you'll see their names under 'Assigned Users'.

Next, give the assignment you're creating a name:

Optionally, you can leave comments or assignment instructions in the 'Comments' box. Click within the text box and type in any additional information. The Comments box comes with a toolbar that allows you to add formatting to your comments and insert comments in rich text format and comments are included in assignment email notifications.

Then, click on the calendar icon to set a due date. QorusDocs will track the completion of the assignment against that due date for reporting purposes and make it easy to see whether the assignment is overdue.

QorusDocs will also send out a reminder to Assignees when there’s 24 hours left before the due date and the assignment has not yet received a response (‘marked as done’ or ‘rejected’).

Once you’ve filled in all the details, simply click on ‘Create’.

And that's it! You've created your first document-level assignment.

You should be able to view the new assignment and its status in the Assign pane:

People you've created assignments for, or assignees, will receive email notifications, and will be able to access the document with the link provided in the email. Their assignments will appear in their Assignments list in the QorusDocs Hub and the Assign pane in their Add-in. As the person creating assignments, or the assignment “owner”, you'll be informed of any change in the status of the assignment.

To learn more about the experience for assignees, and how to action an assignment, please click here.

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