Custodian assignments dashboard — viewing assigned work, tracking progress, managing document collections
Last updated: March 29, 2026 by Steve
Assignments Dashboard
The Assignments Dashboard is the home screen for Custodians. It shows all assignments that have been sent to you, organized by status so you can quickly see what needs your attention.
[Screenshot: Assignments Dashboard showing summary cards and the list of assignments]
Summary Cards
At the top of the dashboard, summary cards give you an at-a-glance view of your workload:
| Card | Description |
|---|---|
| Needs Action | New assignments waiting for you to start |
| In Progress | Assignments you are actively working on |
| Overdue | Assignments that have passed their due date |
| Awaiting Approval | Assignments you have submitted and are waiting for SAO review |
| Completed | Assignments that have been approved and closed |
| Delegated | Assignments you have delegated to another team member |
Click any summary card to filter the assignment list to that status.
Assignment List
The main list shows your assignments with key details including the assignment instructions, due date, and current status. All assignment instructions are sanitized -- you will never see the requestor's personal information.
Click any assignment in the list to open the full Assignment Details page, where you can:
- Read the detailed instructions from the SAO
- Upload and manage documents
- Add notes or comments
- Mark the assignment as complete and submit it for review
Delegating Work
If you need another team member to handle part of your assignment, you can delegate it. See Delegations for details.