Scenario

As a content owner, you want to assign a content item (event type, track, course, article, or video) to team members.

Solution

To assign content:

  1. Access the content item you want to assign from the Catalog.

  2. Open the context menu (button with three dots) and select Manage Assignments.
    The Assignees dialog opens, showing all team members currently assigned to the content item.

  3. Click Add Assignees.
    The Assign to dialog opens.

  4. Use the search fields and Sort by option to locate the team members you want to assign.
    Open More Filters for more ways to narrow the list of people shown.

  5. Select the people from the list you want to assign to the content item or you can use the Select All option to include all team members listed.

  6. Optionally, you can assign a Due Date for the content item for all selected team members.

  7. Click Assign All Selected.
    The selected team members are assigned to the content item.

Once you assign team members to a content item, you can manage their assignments and track their progress. For more, see How to manage assignments.

Go deeper

Automatically assign content to team members

In addition to the manual process described in this article, you can also 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.

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.

See also

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