How To Assign a Question to a Colleague

Table of Contents

• Summary
• Steps
  • Removing Assigned Questions
• Additional Resources

Summary

If you find yourself needing assistance with certain questions while working on a security questionnaire, this guide can help you assign individual questions for help.

Alternatively, you can add a collaborator to assist with completing the entire questionnaire by going HERE.

📋 Steps

1. From the top, select Assess > Questionnaires
2. Locate and open the questionnaire
3. Select the question you would like to assign out by clicking within the question box. A blue outline will indicate selection.
4. Click the person icon on the lower right

4. A popup menu will appear where you can Select Teammate or add a New Teammate

5. Assign a due date and click save.
6. The new user will receive an email inviting them to register and join work on the questionnaire. Upon opening the questionnaire, the form will automatically display questions assigned to them.
7. The user that is assigned the questions can also access other questions not assigned to them by using the Filter dropdown, unselecting Assigned to Me, and selecting Unanswered.

🗑️ Removing Assigned Questions

If you assign a question to a colleague and later decide that it's not needed, you can remove them from the question(s).

1. First, you will locate the question within the questionnaire that was assigned to your colleague.
2. Once you find the question, click on the 'Due Date' button:

3. Next, you will simply click the 'Remove' button:

📚 Additional Resources

• To learn about reassigning a full questionnaire to another colleague, please click HERE
• To learn how to export a completed questionnaire from Whistic, please click HERE.