How to create default Pursuit Type Assignments

This article applies to:Available in these QorusDocs Editions:

Enterprise+, Proposal Pro, QPilot Essential

Pursuit Types act as templates or presets for creating new pursuits. For each Pursuit Type, you can define key details such as the designated storage location for related documents, the permissions for who can create Pursuits of this type, and the preferred methods for tracking and reporting on these Pursuits. 

You can also configure a default set of Pursuit Assignments for each Pursuit Type, that will automatically be triggered upon creation of each new Pursuit. This is great for repeatable processes and saves users creating Pursuits from having to manually create the same Assignments each time. This what we'll cover in this article. 

• How to create a default Pursuit Type Assignment
• How to change Assignee
• Change Assignment Notifications

How to create a default Pursuit Type Assignment

• From the Assignments tab > Click on 'Create'

  

• In the ‘Create assignment’ window that pops up next on your screen, fill in the assignment details as explained below:

  

1. Assignee: The Assignee will be set to the Pursuit owner. This is not editable. When a user makes use of this Pursuit Type, the Pursuit Owner can change the Assignee to another person by editing the Assignment.
2. Name: Give your Assignment a name, or you can leave the name field blank and QorusDocs will auto-generate a name for you.
3. User Instruction: Leave a set of instructions to guide the user who will need to complete the Assignment so they know what is expected.
4. Due in (business days): Lastly, specify in how many business days the Assignment is due. The due date is calculated as from the created dated of the Pursuit.
5. Click 'Create'.

How to change the Assignee on an existing Assignment

If a user needs to change the Assignee after they have created the Pursuit, they can go to the 'Assignments' Tab in the Pursuit and click on the gear icon next to the Assignment. From the drop-down menu, they can click on 'Edit' to change the Assignee. 

Change Assignment Notifications

By default, the assignee will get one notification for each new assignment. When working with Default Pursuit Assignments, this can result in multiple notifications if there are multiple Assignments.

If this gets to be too much and you want to change the cadence of assignment notification, please contact QorusDocs Support by logging a ticket here on this Help Center. Our Support Team can group all your assignment notifications by:

• hour: we send one email that contains all your new assignments once every hour
• day: we send one email that contains all your new assignments once a day

Please note that this changes the cadence for all users across your hub. Click here to learn more about Assignment email notifications.