How to Create and Complete Assignments

2 minutes Last update 5 months ago

Assignments transfer information and responsibility for completing tasks to the correct person. Assignments can be used, for instance, to request a colleague to review a proposal before it is sent to the customer.

How to find the Assignments

When an assignment is sent to you, you get an e-mail notification. The assignment can be opened directly in the email notification, or it can be found in the Assigned tab.

If there is a document attached to the assignment, it can be found through the relationships.

The assignment description tells the assignee what they are required to do.

Completing assignments

Once the required tasks are fulfilled, the assignment can be marked as completed by checking the check box on the assignment metadata card.

Once marked completed, the assignment disappears from the Assigned tab. Comments can also be left, and after marking the assignment complete and saving, they can be found on the metadata card.

Sending an Assignment

To send an assignment to another M-Files user, you can either select to create a new assignment via the Create Menu, or by right-clicking a document and creating an assignment through the context menu.

It’s a good practice to give the assignment a descriptive name and description, so the assignees know what they are expected to do.

The assignment can also be given a deadline. If the assignees do not react to the assignment in time, they will receive email notifications that the assignment deadline is either approaching, or has passed.

The person sending the assignment can choose to monitor the assignment, by adding themselves to the Monitored By field on the assignment metadata card.

This means that the person monitoring the assignment will be notified via email once the assignment has been completed by the assignees.

This field can also be left empty if notifications are not needed.

What's next?

How to Create Notifications in M-Files

This guide shows how you can follow objects in M-Files, and how you can create and modify the notification rules.

Getting Started

Beyond Basics

Tips and Tricks