My Assignments

Users with Editor access levels the My Assignments tab displays only those records that are assigned to a particular user.

  1. Expand the Team drop-down the user can view the Assignments created by Teams. Additionally, the user can apply filters for Due From and Due To and selects dates for each Team Assignments.

  2. Based on the selected Team and Dates, the corresponding information is displayed in the chosen chart format.
  3. Hovering the mouse over the chart displays the count and percentage of overdue records of assignments based on their status and corresponding color:
    • Overdue
    • Open
    • Pending
    • In Progress
    • Completed

  4. Clicking on the chart displays the Team Assignment Records next to it, showing information related to the selected Team.

  5. Click on the Home on the left side of the screen below the selected Team. The user navigates back to the chart view.
  6. The Refresh icon updates the displayed data, ensuring the latest information is shown based on the current selections.