Assign a planner

Send a planner to people, and schedule it daily, weekly, monthly or open-ended.

For administratorsPortal4 min read

Before you start

• The planner has at least one task.
• Safety Planners have at least one risk.

1. Open Assignments Open the planner, go to the Assignments tab and select New Assignment.
2. Name it Give the assignment a name that says what it's for, such as North building, weekly.
3. Set priority Choose a priority from 0 to 5. Higher priorities are listed first.
4. Choose how it's completed Pick individual or shared completion. See Individual vs. shared planners.
5. Set the schedule Choose a Recurrence Type (see below). For repeating schedules, set Repeat Every, a Start Date and an End Date.
6. Choose who Select the users, groups or jobs who should do the planner.
7. Create Select Create Assignment.

Recurrence type	What happens
Open-ended	The planner stays available with no due dates. Good for work that happens whenever it's needed.
Daily, Weekly or Monthly	Due dates are created on that schedule. Each one is tracked, so you can see what was done on time.

Screenshot coming soon

The New Assignment dialog, showing completion mode, recurrence and dates.

Edit an assignment

Select Edit assignment to change its name, priority or dates. For an assignment with due dates, you can add individual due dates with Add Due Date and attach a note to each one. To stop scheduling, switch it to Open-ended assignment (no due dates).

The Assignments tab shows totals for In Progress, Completed and Draft, so you can see progress at a glance. Select How assignments work for readiness checks before you assign.