Track Assignments via the Planner
The Planner is a built-in project planning tool, much like a Gantt chart for planning your technical documentation assignments. It is a convenient view for creating assignments and monitoring them. The Planner has two sections that contain information about your assignments: the Assignment planner and the Workload summary.
-
Select Planner in the top menu.
-
-
Filter settings to limit the information shown. Select assignment type, assignee, language and status.
-
Time period selector to adjust the time range for the information shown.
Important
Specify a date range that returns a maximum of 250 to 500 assignments. More than that may negatively impact the page load and planner performance.
-
Assignment Tools - Create or delete assignments.
-
Options to enlarge the table view, show today in the table and access the Assignment Settings.
-
List of topics or publications included in assignments.
-
Calendar / Gantt view showing the assignments, their timescales, assignees and status. Hovering over an assignment will show a popover with an assignment summary.
-
Workload widgets showing the amount of assignments allocated to each user. They are organized by assignment type.
-