Who owes what

The Today screen shows your next three assignments, late ones first.

• Tick one off right there when it's done.
• Tap it to change it. The box on the left is the only part that ticks it off.
• All assignments opens the full list.

A request from the bishop to get someone a time has a lock where the box would be: there is nothing to tick. Tap it to open the booking on the bishop's list. It closes itself once they are booked.

An assignment is yours when it was given to your sign-in, or to your name in the ward list (People) once your sign-in is linked to that record. One given to you from People before you could sign in is there the first time you do. Mine on the full list counts the same way.

Assignments is the only place you see everyone's.

• It opens on Mine, your own. Filter it with Mine, Everyone, Overdue or Done. Done shows the last three days, and Show … finished earlier brings back older ones.
• Group by Person, Org, Date or Source. Tap a group's header to fold it.

Org gathers each organization's work in one group: the assignments given to the organization, and the ones given to a person who serves in it, such as the Relief Society president. Each row names who it's assigned to. A person serves in an organization when they hold one of its positions in Who can sign in, or sign in as its org editor. Everything else waits under No organization.

Each row says when it's due ("Due Sat, Oct 24") or how late it is. Its chip (Callings, Rhythms, Sacrament, Appointments, LCR, or the meeting it came from) takes you back to where it started. A job from a recurring rhythm names the rhythm on its chip ("Rhythms · Trunk or treat"), and opening the job says "From Trunk or treat" over its title.

A row someone else gave out ends with who, such as "Due Thu, Sep 17 · from Bro. Ray Diaz", so what the bishop handed you reads apart from what you wrote yourself. Your own rows say nothing more. Open one and the line over its title says You made this or From their name, with the day it was made. Assignments made before this came in name who by name only, so one you made then may read From your own name.

Callings you carry

A bishopric member named under Who owns it on a calling in Callings sees it on Mine and Everyone, in their own card after their assignments, until it's recorded in LCR. Grouped by Org, Date or Source, these sit in a card of their own, Callings you carry. Each row names the position and who it's for, where it stands, and the next step, such as "Interview set · next: Interviewed & accepted". Tap it to open the calling. There's nothing to check off here: the calling moves on in Callings.

Jobs nobody owns

However the list is grouped, Nobody owns this is always at the top, because unowned work is the kind that disappears. An unowned assignment has no due date. It also shows up in the bishopric meeting under Decide today, so the room can pick someone. (A rhythm's unowned jobs show there once per event instead, when the event is two months away.) Tap Assign on the row to choose an owner.

Tap Add an assignment, at the bottom of the screen on a phone or beside the title on a computer. Then fill in:

1. What needs doing: the only thing you have to fill in.
2. Linked to (optional): Choose a calling, a rhythm, an appointment or a Sunday. The assignment then shows up on that page too, under Linked assignments.
3. Organization (optional): give it to an organization, such as Relief Society. Leave it on None, stays with the bishopric for a job the bishopric keeps. Jobs from Callings, releases, the clerk's list and appointments don't offer it: they name someone, so they stay with the bishopric.
4. Who owns it: tap one of the bishopric under the field, or start typing a name. The search square opens the full picker: Usual suspects, By calling or Everyone. With an organization chosen, a name is optional: leave it empty and the organization decides.
5. Due: A week out (the default), Two weeks, or Pick a day. For a job that comes round on a schedule, tap Repeats instead: see one that repeats.
6. Note (optional): anything to add.

Press Add it.

• If the name isn't in the ward list, the picker offers to add them to People. Once they are added, the field says so under it.
• If they're outside the ward, + Someone outside the ward keeps their name and email here only. They get no account and no email.
• If you leave the owner and the organization empty, the assignment has no date. It waits under Nobody owns this until someone takes it.
• If the calling isn't in Callings yet, type it in Find one and tap + New calling, or press Enter. Check the organization and the calling. Under A name to consider, pick each name you have; a comma picks one too, and each becomes a chip. Tap Add the calling. It is added to Callings as a calling to fill, with those names under consideration, and chosen as the link. Only the bishopric and the clerk see + New calling.
• If it's a time with someone the bishop wants to see, the bishop can have the executive secretary book it instead. Under Linked to, choose Appointments and tap Request a 1:1 appointment at the top: a private request for your executive secretary to add them to the bishop's list. Pick who it's for: each name says what sending does. Someone booked, or someone you asked for today, can't be picked. Someone in Needs a time already can be asked again, as a reminder. Tap Send request. Nothing typed in the assignment is kept. See the bishop's list.
• If you're the executive secretary and it's a time with the bishop that isn't booked yet, choose Appointments under Linked to and tap Get someone a time with the bishop at the top. Pick who it's for, type anything the bishop mentioned, and tap Add to the list. They go in Needs a time on the bishop's list, on your own assignments until they're booked. Someone on the list already is booked from the list itself. Nothing typed in the assignment is kept.

You'll rarely add one by hand. Assignments also come from:

• The minutes: + action on any line in a meeting's minutes. See turn a line into action.
• Callings: "Tell … about the release" and "Set apart …".
• The clerk's list: each setting apart, and each release once it's been read, goes to the ward clerk to record in LCR, due in a week.
• Rhythms: each ward event's jobs, carried from year to year.
• Recommend renewals: one per person on LCR's list, in their own section at the top of the list. See recommend renewals.
• Paths: each step of a path, a household's welcome among them, its chip marked Paths. Tap the chip to open the path. A step for the executive secretary goes to them; one for Bishopric is handed to the bishopric. See walk alongside someone and welcome a household.

Ticking off one that came from Callings moves the calling on too. For example, "Tell … about the release" holds up the sustaining until it's ticked off. Ticking off a welcome's first contact, or the step that asks on a path, opens How did it go? on that path instead: the answer decides whether the other steps start (see how did it go?). When a path ends, its assignments are deleted with it, done and open.

• Assign on an unowned row picks an owner.
• Tap the words of a row to open Edit assignment. Every change saves as you make it. Press Close when you're done.
• Tick the box when it's done. It moves to Done, and a message at the bottom says so for a few seconds. Tap Undo in it if you ticked the wrong one.

Nudge

Nudge appears on someone else's overdue row. It records that you followed up: the row then says "reminded once" (or twice, or more), so the room can see it. If they're in the bishopric and turned on notifications, their phone also says "A reminder about one of your assignments."

Assignments have no snooze. To give someone more time, open the row and change Due.

When someone moves away, is released, or no longer signs in, their open assignments stay theirs. Nothing hands them to anyone else, so give each one a new owner yourself:

1. On Assignments, choose Everyone and Group by Person.
2. Open each of their open assignments.
3. Under Who owns it, choose someone else. It saves as you choose.

Deleting someone from People is refused while an open assignment, or one that repeats, is still theirs. The message says which. Reassign those first, or mark them moved out to keep their history.

Assignments›Add an assignment

For a job on a schedule, like a report on the 1st of every month or move-ins and move-outs, set it up once.

1. Tap the arrow beside Add an assignment, then Add a repeating assignment. On Repeating, the button itself says Add a repeating assignment. Repeats is already chosen under Due.
2. Fill in What needs doing.
3. Choose Who owns it, or an organization. One that repeats needs an owner.
4. Choose Weekly, Monthly, Quarterly or Yearly, then the day. Monthly can be On a date (the 1st, or the Last day) or On a weekday (the first Sunday).
5. Under Shows up, choose how far ahead each one appears. A week before is the default.
6. Press Add it.

The strip under it says the rule and the next day it's due. From then on, each one shows up on the list by itself, that far ahead, with a Repeats chip (two looped arrows beside the word). Tick it off, change it or remove it like any other. Opening it says how it repeats, and a change there is to that one only. One left undone stays on the list, late, beside the next.

If you're in the bishopric and turned on notifications, your phone also tells you the morning one is due. Nothing is sent to anyone else.

Change, pause or stop one that repeats {#repeating}

Assignments›Repeating

Tap Repeating beside Mine, Everyone, Overdue and Done to see every assignment that repeats, grouped by Group by like the rest. Tap one to change it. You can also open one from the list and tap Change how it repeats, or tap its Repeats chip. A change reaches the ones still to come, never one already on the list.

Pause makes no more until you tap Resume, and none for the days it was paused.

Choose an Organization (optional) on an assignment to hand it to that organization, with or without a person named. Grouped by Person, the list shows it under the organization's name, with its date, until someone in the organization is named.

An organization leader who signs in as an Org editor for that organization sees it, and for Ward Mission, so does the Ward mission leader. It's on their Assignments tab, the first thing they see when they sign in. They can:

• say who in their organization is doing it, by typing a name (they don't get the ward list);
• write a note back to you;
• mark it done.

If you chose the person yourself, they can add a note, but they can't change who it is. What you wrote on the assignment shows to them as yours, with your name and the day you gave it. They can't change it.

One given to a person in the organization {#their-people}

You don't have to choose the Organization (optional) for its leaders to see a job. An assignment given to a person who serves in an organization also shows on that organization's Assignments tab. Give one to the Relief Society's second counselor, and everyone who signs in for Relief Society sees it, named as hers. They can write a note back and mark it done, but they can't change who it is.

When she signs in herself, it leads her Assignments tab in a box called Yours, with anything else that is her own. The box shows only while something of hers is open. For this to work, her sign-in has to be linked to her record in People, or you pick her sign-in as the owner.

See what an organization changed {#changes}

When an organization names someone, writes a note or marks one done, the row is marked for you with a dot. It says what changed and shows their note. Marked rows lead the list under Changed by an organization, even one they marked done. The mark stays until you open the row. Each person in the bishopric clears their own.

When you open it, the name they typed and their note show on it, marked as theirs. Their note stays there after the mark is gone.

The number of marked rows shows beside Assignments in the sidebar, and on your Today screen as "changed by an organization". Tap it to open the list.

The bishopric and the ward clerk see every assignment, except two kinds. The bishop's requests to the executive secretary are seen only by the two of them. A recommend renewal is seen by the bishop, the executive secretary and whoever in the bishopric has it, and never by the clerk. The clerk also has To record, just the LCR work, and each item leaves it when it's checked off.

An org editor sees only the assignments given to the organizations they hold or to the people who serve in them, and none of where an assignment came from or what it's linked to. Bulletin editors and the musical director don't see assignments. If you give one to someone without a sign-in, tell them yourself.