Assignments

A Guide assignment connects a Guide to a person. Use its Launch action to keep that assignment and person with the work. You need access to both.

Existing assignments can appear across workspaces in Home and People. Dated Schedule rows follow the Guide's source workspace.

Find an assignment

1. On Home, open For you and find Assigned guides.
2. Check the Guide, person, due date or No due date, status, and notes. When there are no notes, the row shows who assigned it.
3. For a particular person, open their profile in People and look for Assigned guides, when available. Not every contact profile has this section.
4. For incomplete work with a due date, also check Upcoming on Home or the date in Schedule, in the owning workspace.
5. Use Launch an assigned Guide to start the intended work.

If the Home section is hidden, enable Assigned guides in Home view settings.

The lists have limits

Home shows up to five assignments in due-date order, with undated work last. Completed assignments can remain in those five places. View Library opens Library; it does not open a complete assignment list.

Home and People use the same collection of up to 80 active assignments. Opening People narrows that collection to the person; it does not fetch every older assignment. An absent row is not proof that no assignment exists.

Archived assignments normally disappear after a reload. If an Archived row is still visible, its Launch action is disabled. These screens are not an archive browser.

See missing assignments and inconsistent status.

Dated work and Shelf Mode

An active, incomplete assignment with a due date can appear in Upcoming or Schedule. These due rows are read only. Undated work has no calendar row.

In Shelf Mode, qualifying incomplete Guide assignments for the signed-in person appear in Scheduled when due on the device's local date. Eligible incomplete assignments also contribute to automatic offline preparation. Other people's work and Forms do not become personal Shelf assignments.

Plan new work

Home, People, Library, and Schedule currently provide no controls to create, edit, or archive direct assignments. Use Guide schedules and assignments for new planned work.

A schedule is a separate record. Scheduling for Multiple clients creates operator-managed work About those people in the scheduling workspace; it does not deliver direct assignments to their own Home or Schedule.

For status meanings and recent activity, see Assignment status and activity.