Assignment
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Assign To is a feature in OneHash that allows you to assign a particular document to a specific user, who needs to further work on that document.
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For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager.
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On assigning this document to the Sales Manager, it will be added to that user's ToDo list.
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Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User.
${color}[#ff1100](Note: Assignment can be done irrespective of Permission Restrictions.)
New Assignment
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To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar.
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Select the name of the User to whom you want to make this assignment.
- Along with the assignment, you can also leave a comment for the review of the assignee.
ToDo List of Assignee
- Every assignment made to a particular User will be reflected in their ToDo section.
Removing Assignment
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Users will be able to remove assignments by clicking on the "Closed" button in the document.
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Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'.