Assignments

Assignments

One place for the work you own

Assignments is the work hub for campaign and communication rows, plus requests you own. Each item has one assignee. Progress is Received, In Progress, On Hold, or Complete. When someone assigns work to you, you get a notification.

Plan: Assignments (including progress) are Plus.

Roles: Owners, Admins, Managers, and Editors get Assignments in the sidebar. Viewers do not. Viewers can still be tagged as a campaign approver; they cannot be assigned work.

1. What can be assigned

  • Campaigns — overall ownership of a plan
  • Communications — a single send on a channel
  • Requests — only after someone owns them. Unassigned requests stay in Requests Inbox

Assignee pickers list team seats only (Owner, Admin, Manager, Editor). Viewers are excluded.

2. Creating and changing assignments

On a campaign: Create assignment, then the compact Assignment chip. That opens the handling modal (person, progress, due date, comments). Optional person when you create.

On a communication: Assign inline in the entry modal (Assign to / (choose person)). Communications open the entry modal from Assignments—not the campaign handling modal.

On a request: Assignment on the submission opens the same handling modal as campaigns.

Reassign by picking a different person. Unassigned clears responsibility; it does not delete the item. Clearing a request owner removes it from Assignments and leaves it in Inbox.

You won’t get a notification if you assign work to yourself.

Assigning a person to a campaign (packaging)

When you pick a new person on a campaign (first assign or a change of assignee), choose one option:

Option What happens
Yes, and overwrite any existing owners That person is put on every communication now, and on new ones added later
Yes, but leave existing owners as-is Unassigned communications go to them; named owners stay. New communications later default to them too
No — campaign only Communications keep whoever is on them, or stay unassigned

Default is campaign only. The chooser hides when you reopen the modal for the same person; changing the person shows it again. Each communication still has its own assignment card and progress.

3. The Assignments page

Open Assignments in the sidebar. Layout: List or Board. Search: Search assignments. Type chips: All, Requests, Campaigns, Communications (Requests hidden if you don’t have Requests).

People who can assign see Assignee: Anyone, Unassigned, Mine, plus people. Default is Mine. Unassigned shows unassigned campaigns and communications only—not unowned requests.

List

Groups: Today (today or overdue incomplete work), This week (after today through Sunday), Later (no date, after Sunday, or completed past dates). Requests with no handling due use submitted-at (not treated as overdue).

Columns: Title, Status, Due, plus Assignee when you’re viewing Anyone / Unassigned / another person. Click a header to sort within each group. Completed work collapses under Done.

Request rows show workflow status and submitter context under the title. Campus badges appear in the global workspace when multi-campus is on.

Board

Columns are handling progress: Received, In Progress, On Hold, Complete. Empty column: None.

Cards and dots

Unread comments and unopened assigned requests show a brick-red dot after the title. Opening the handling modal clears that dot.

For you

Under the Assignments heading, For you lists work still waiting on you to start (handling Received). Caption: Assigned to you. Opening the item clears the new-dot; the card stays until you change progress. The sidebar Assignments icon pings when that set is new since your last visit.

4. Handling modal

For campaigns and requests: Assignee (placeholder (choose person)), Progress, Due (No due date, Clear), facts, and Comments. Campaign due date is the assignment due; request due date is handling due.

Jumps: Open campaign / Open request / Open in Assignments.

Who can update progress: The assignee (with assignment permissions) and people who can manage assignments (Owners, Admins, Managers). Editors can assign and update work they have access to.

5. Notifications

Assignment alerts: Assignments on campaigns, Assignments on communications, and Assignments on requests in User Settings → Notifications.

Clicking a notification opens the assigned item (campaign, communication, or Assignments with that request). Visiting Assignments marks those assignment notifications read.

6. Best practices

  • Assign a campaign when one person owns the whole Easter or VBS plan; assign individual communications when designers and writers split the work.
  • Leave unowned promotion requests in Inbox until someone claims them—don’t expect them on Assignments.
  • Use On Hold when you’re waiting on a ministry (dates, graphics, registration link).
  • Pair assignments with comments on the same row so the conversation stays with the work.

Only one person can be assigned to each campaign, communication, or request. If several people need to collaborate, split communications or use comments.

Additional Resources

Last updated: 2026-09-20