Scenario

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

Solution

To manage an assignment:

  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.

  3. Locate the assignee you want to manage and open their context menu (button with three dots).

  4. Take action on the assignment. You can:

    • Unassign - removes the assignment from the person

    • Edit due date - lets you remove a due date or enter a new due date for the assignment

    • Mark as complete - marks the assignment as complete

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 in the image above), but the whole track is marked as complete.

To manage individual track step assignments, scroll down to the Track Steps on the track, open the context menu for a track step, and follow the steps given above. Note that if you unassign 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 mentees to a mentorship session. You can add office hour sessions as additional resources to other content items, but you cannot add an attendee to an office hour session directly.

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 an employee onboarding track. For more, see How to manage content assignments automatically.

See also

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