Manually Assign Perform Activities

This article explains how to manually assign Perform activities to user. You can assign either a single activity or an entire program, then choose who should receive it using users, teams, locations, or job roles. 

Steps

1. Before you begin, ensure you enable Manual Assign on the activities you want to be able to manually assign.
   1. You can do this by going to the Activity page
   2. Clicking edit
   3. Turning on the manual assignment toggle
      
2. Go to Perform in the top navigation bar.
3. Select My Tasks.
4. Click Assign.
   
5. Select Perform.
6. Choose whether you want to assign:
   • An Activity to assign a single Perform activity.
     
     
   • 
   • A Program to assign every activity within the selected program.
     
     
     
7. Select the activity or program you want to assign.
8. Enter the required dates. Depending on the activity type, you'll be asked to enter one or more of the following:
   • Open Date
   • Staff Due Date
   • Manager Due Date
9. Select who you want to assign the activity or program to. You can assign it to any combination of:
   • Individual users
   • Teams
   • Locations
   • Job roles
10. Click Next.
11. Review the assignment summary.
12. Click Assign to complete the assignment.

What happens next?

The selected users will receive the assigned Perform activity or, if you selected a program, every activity within that program. Each activity will use the dates you specified during the assignment process.

Tips

• Assigning a Program automatically assigns all activities contained within it, saving you from assigning each activity individually.
• The dates you need to enter depend on the type of Perform activity you are assigning.
• Review the summary before selecting Assign to confirm you've selected the correct activity, recipients, and dates.