Creating a New Assignment

Complete the following steps to create a new assignment.

Required fields are marks with an asterisk ( * ). If you leave any required field empty, the app displays a red exclamation point to remind you to complete the requirement.

To create an assignment:

1. Do one of the following to open the New Assignment window:

   • Click the Add button in the Collaborate Header and select Add... Assignment.

   • From Week view within the Planner Explorer, hover your cursor over the day of the week header and click the Add Assignment button.

   • From within a topic, click the Add Assignment button to create your first assignment.

   If you click the Add button while viewing the Planner panel, the assignment is associated with the Assignment Landing Zone by default. If you click the button while inside a topic or if you select a topic in the Planner Sidebar before clicking the button, the current topic is used as the default.

   

   The right side of the window includes a vertical scroll bar that you can use to view additional aspects of the New Assignment window.

2. (optional) Update the Status and / or Priority by selecting an option from the menu.

3. Enter a name for the assignment in the Assignment Title field.

   As you type, a character counter appears below the field. Although your title can contain up to 200 characters, shorter is often better to avoid truncating the name in other areas of the app. If you need to add more detail about the assignment, Avid recommends using the Description field.

4. (optional) Enter a Due Date for the assignment.

   When you click this field, the app displays a calendar from which you can select the date by which the assignment must be complete. For more information, see Working with Date Fields.

5. (optional) Enter text in the Description field.

   This text is added to the Description field in the assignment’s Info panel. If you add a large amount of text, the New Assignment window expands to display additional text and a scroll bar appears on the right-side of the window that allows you to access all areas of the New Assignment window.

   If you add a large amount of text, a Less button appears below the Description field. You can click this button to shrink the size of the window. After clicking the Less button, you can click the More button to display the full text again.

6. (optional) Click the Add button under the Team, Resources, or External Contacts areas to add these values to the assignment.

   The app displays the five most recently used value for each of these menus. Alternatively, you can click the Show All button to display additional values.

7. (optional) Click the Add button in the Tags area to add one or more keyword terms to your assignment. For more information on tags, see Adding and Removing Tags.

   As you type, a menu appears below the tag name. If your text matches an existing tag, the menu displays a list of options that you can select. If you are entering a new tag, the menu informs you that this is a New Value.

8. Confirm or update the Topic for which this assignment should be associated.

   • If you created the assignment from outside of an existing topic, the assignment is associated with the Assignment Landing Zone by default.

   • If you created the assignment from within a topic, the assignment is associated with that topic automatically.

   You can click the Topic menu to select an alternate topic. If you do not see your desired topic, you can use the search functionality in this menu to locate it.

9. Do one of the following:

   • Click the Create button to save the new assignment.

     

     The Collaborate app displays a notification message upon creation. The message includes an Open link that allows you to access this assignment for further customization.

   • Click the Cancel button to close the New Assignment window without saving.

     Alternatively, you can tap the Esc key to close the window without saving.