Sequence
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Assign content to people and projects

Make ownership and campaign context visible on each content piece.

The planner and project view show both ownership and campaign context.

Steps

  1. 1

    Open the content properties

    Open the piece and find Assignee and Project in its properties.
  2. 2

    Choose the assignee

    Select the person responsible for the next meaningful action. Assignment may drive personal views and notifications.
  3. 3

    Choose the project

    Attach the piece to the project or campaign that owns the surrounding work.
  4. 4

    Update handoffs

    Change the assignee when responsibility moves, while keeping comments and status current.

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