How to manage assignments

Learn how to change due dates and expiration dates, unassign/drop assignments, and mark assignments as complete or exempt.

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Written by Jonathan Allston
Updated over a week ago

Scenario

As an admin or content owner, you want to see how people are progressing on content assignments (event types, tracks, articles, videos, courses, tasks, and codelabs) and take action on those assignments if necessary. Possible actions include changing the assignment due date or expiration date, unassigning/dropping it, or marking it as complete or exempt.

Solution

  1. Access the content item whose assignments you want to manage.

  2. Open the context menu (button with three dots) and select Manage assignments.
    A dialog opens with all assignees listed.
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  3. Use the filter and search options as needed to locate the assignee you want to manage and open their context menu (button with three dots).
    You can also take bulk action on multiple assignees.

  4. Take action on the assignment. You can:

    • Edit - lets you update assignment details, such as a due date or expiration date

    • Mark as exempted - marks the assignment as exempted, giving credit for the assignment without the assignee actually completing it
      If already marked as exempted, you can Unmark as exempted.

    • Mark as completed - marks the assignment as complete

      If already marked as completed, you can Unmark as completed.

    • Drop - removes the assignment from the person

Go deeper

Differences in managing track assignments

As sequential learning paths, tracks can contain various content types as steps in the path. You can manage track assignments as a whole or you can manage individual track step assignments within a track.

To manage an entire track assignment, open the context menu for the track and follow the steps given above. If you mark an entire track as complete for an assignee, the Assignees dialog still shows the number of content items within the track they have completed (like 1/12), but the whole track is marked as complete.

To manage individual track step assignments, scroll down to the track Summary, open the context menu for a track step, and follow the steps given above. Note that if you drop someone from a track step, they are unassigned from the whole track.

What about scheduled events, mentorship sessions, and office hours?

Live engagement content (scheduled events and mentorship and office hour sessions) use language other than assignment for those engaging the content. You can add attendees to live events and office hour sessions, and you can add mentees to a mentorship session.

Note that you can assign people to event types (as opposed to adding attendees to scheduled events), prompting them to enroll in an upcoming scheduled event.

Automatically assign content to team members

You can set up automated rules to assign content automatically. This is especially helpful for assigning common and recurring content, like annual compliance training.

See also

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