In PRM, activities can be assigned to team members through two main options: Assign Activities and Assign an Activity. These tools allow you to efficiently assign multiple activities to multiple individuals or a single activity to a single individual.

Assign Activities

When you choose Assign Activities from the menu, you’ll be prompted to select one or more activities in a modal.

After selecting your activities, you’ll configure the Quantity of each activity. This allows you to assign multiple instances of an activity if necessary.

Next, choose the individuals to whom these activities will be assigned.

Once individuals are selected, you’ll configure each activity’s details based on your needs. Configuration options may include:

• Due Date: Specify the completion deadline for the activity.
• Supervisor: Choose a supervisor if required.
• Completed Date: (Optional) Log the date if the activity has been completed.
• Meeting Type: Select a relevant meeting type if applicable.
• Rationale: Add a brief reason or context for assigning the activity.

A Quick Configure Activities option is available to apply a consistent Due Date, Completed Date, or Rationale across all selected activities or only those with blank fields.

After all configurations are complete, you’ll see an overview of your assignments. Confirming this overview will assign the activities as specified.

Assign an Activity

The Assign an Activity option is ideal for assigning a single activity to one person. Once selected, you’ll proceed to a page where you can choose the Activity Subject (the individual receiving the assignment) and the Activity.

After selecting the activity, you may be prompted to complete additional configuration fields based on the activity’s setup. Standard configuration fields include:

• Due Date: A required field to set the completion date.
• Completed Date: (Optional) For logging the completion status.
• Rationale: (Optional) Any relevant reason for assigning the activity.

When all details are filled in, saving will complete the assignment and add it to the individual’s record.