Use list and Kanban views on the same work
Review a structured assignment list when you need account, owner and due-date context. Use the Kanban board to see work by status. Both views help different team members discuss the same assignment backlog.
Cam-Desk for your practice
Assignment management for client work, tasks and reviews
Give every piece of client work an owner and a clear next step. Cam-Desk connects assignments, tasks, queries and files with the client account your team already works on.
Keep client work connected
An assignment is the shared record for work that would otherwise be spread across spreadsheets, email and chat. A team member can see what is due, who is responsible and which questions remain open. Managers can review the same backlog without collecting separate status updates from every person.
Keep the details with the assignment
Tasks and queries capture the smaller actions and unanswered questions behind the main assignment. Discussions and supporting documents provide context for the person preparing the work and the person reviewing it.
Organise the next recurring cycle
Templates, checklists and schedules help structure repeatable work. Review what needs to happen for the next client cycle and use reminders to keep follow-up visible. Your firm decides the process and the appropriate review steps.
Work within the right account boundaries
Assignments share the product’s organisation and account model. Role and module permissions control access across the workspace, while client collaboration stays scoped to the relevant account.
A workflow to review with your team
- 1
Create and assign
Choose the client account, describe the work and record its priority, owner and due date.
- 2
Collaborate and follow up
Track tasks and queries as work progresses, keeping files and discussion close to the assignment.
- 3
Review the backlog
Use list or board views to identify work waiting on a client, a team member or an internal review.
Questions about Assignment management
Can we import assignments from a spreadsheet?
Cam-Desk includes Excel import and export for assignment workflows. Review your current columns and account mappings in a demo before importing live work.
How does assignment management relate to compliance?
Compliance tracking helps the firm organise obligations and dates. Assignments hold the preparation, ownership, tasks and queries needed to carry out the work.
Is assignment management included in the smaller packages?
Assignments, tasks and daily client workflows are included in the published annual packages. See the pricing comparison for staff, storage, AI and reporting allowances.
See how your firm’s work fits in Cam-Desk
Bring a representative client workflow to a demo. Review the steps, team access and package allowances before you choose.