Assign or reassign one shared item from its row
Use this when you want to pick one participant directly on one shared item row.
- Open Trip > Shared items for the selected trip.
- If assignee selectors are hidden, open the page menu and choose Show Assignees.
- Use the Select assignee dropdown on the shared item row and choose the trip participant who should handle it.
- Plantour assigns the item immediately. If that item was already assigned to someone else, changing the assignee works as a reassignment.
- If you clear the assignee dropdown, Plantour unassigns that item.
Assign or unassign many shared items at once
Use this when you want to work in bulk with one participant and many currently shown shared items.
- Open the actions bar in the page header.
- Choose the Trip participant target and select the participant you want.
- Set the deadline-days field if you want Plantour to calculate an assignment deadline for the shared items you are about to assign.
- Filter the list first if you want to limit which shared items are currently shown.
- Click the page-level plus button to assign all currently shown not-targeted shared items to that participant.
- Click the page-level minus button to unassign the currently shown targeted shared items from that participant.
When assignment changes, Plantour sends participant assignment-change notifications. The shared item list also updates its assignment status text so you can see whether an item is awaiting assignment, assigned, accepted, rejected, successful, or failed.