Step by step procedure
1
Go to "Dashboard"
2
Click your "company name"
3
Click "Sales > Assignments" from the sidebar.
4
Click the "Add" button above the kanban board.
5
Fill up the field forms.
6
Assign "Handbooks" by clicking the add link. A pop-up with a selection of handbooks. Then select from there.
7
Assign "Clients" by clicking the add link. A pop-up with a selection of client names. Then select from there.
8
Assign "Personnel" by clicking the add link. A pop-up with a selection of personnel. Then select from there.
9
Then hit "Assign" from the right sidebar.
