Assignments is an admin/owner feature on selected plans. If you don’t see it in the sidebar, check your role and subscription tier.
Groups & Assignments is where you allocate work — group people together, then assign SOPs (or all SOPs with a given tag) to a group on a schedule, so ownership and accountability are clear.
Groups and assignments

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Create a group

1

Open Assignments

Select Assignments in the sidebar.
2

Add a group

In the Groups panel, select + New group and give it a name (e.g. “Back Office”).
3

Add members

Edit the group to add the people who belong to it.

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Create an assignment

1

Start a new assignment

In the Assignments panel, select + New assignment.
2

Choose what to assign

Assign a single SOP, or all SOPs with a tag (e.g. everything tagged “Office Tasks”).
3

Choose who it goes to

Assign to a group (or an individual), then pick the group.
4

Set the schedule

Choose a schedule — for example One-off or a recurring cadence.
5

Create

The SOPs are now allocated, and completions feed the audit record.
Assigning by tag to a group keeps working as procedures and people change — new SOPs with that tag are automatically covered, and group membership can be updated without redoing the assignment.