Viewing and Managing Your Assignments in Upchain

In this lesson, we’ll walk you through where you can see your assigned tasks, and how you can access the necessary information and items to complete the task. 

Accessing assignments and associated CAD

In this video, we look at where you can find your assignments and how you can action them, all without leaving the CAD plugin.

Key takeaways

  1. Tasks assigned to you can come from the project plan (Project Management interface) and from business processes, such as Investigation Requests.
  2. You can view your assigned tasks for a project in the My assignments tab.
  3. If tasks have associated items, you can access those items directly from the task to ensure you work with the correct item and item version.
  4. You can perform workflow actions associated with your assigned tasks directly from the task details.