Create a New Assignment

As an admin, you can create assignments for entire audiences and/or individual users.

Important information about audiences and assignments

Audiences are comprised of users who have a defined set of user attributes. When you assign custom attribute values to a user, she is automatically added to one or more audiences if the values match the audience definition.

Example:
1. Your organization has an audience called New Hires, which contains a custom attribute called new_hire. This custom attribute has two values: true and false.
2. The New Hires audience includes those users with the new_hire custom attribute set to true.
3. You want to create an assignment specifically for the New Hires audience (new_hire = true).
4. When a new user is added to your site, and her new_hire custom attribute is set to true, she automatically becomes a member of the New Hires audience, and receives the assignment created for that audience, with the relative due date set in the assignment.

To create a new assignment

  1. On the admin menu, click Assignments.
  2. On the Assignment List page, click New Assignment. The New assignment page displays.
  3. Enter the Assignment name.
  4. Using the drop-down list, associate a Business Objective with the assignment.
    This association is used to build alignment metrics for your organization. These metrics are available from the Assignments dashboard.
  5. Enter an Assignment description.
  6. Enter a Start date.
  7. Note: You cannot add individual users to an assignment after the start date (when the assignment has a status of (In Progress). If you add a user to an audience that has an In Progress assignment, she will receive the assignment with a relative due date. See the note in the next step.
  8. Enter the number of Days to complete.
  9. Note: Days to complete is calculated for each user based on the day the user is added to an assigned audience. For example, if you create an assignment October 1 and set the Days to complete to 15, the due date for the users and audiences is October 15. If a new user is added to the audience on October 5 (when the assignment has a status of In Progress), her due date is October 20.
  10. Click one of the following options:
    • Save assignment: Saves the assignment, places it into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    • Launch assignment: Places the assignment into one of the following statuses:
      • If the start day is today, the assignment is placed in an In Progress status and the assignment and email with the assignment details is immediately sent to all assigned learners. Modifications to the assignment cannot be made.
      • If the start day is in the future, the assignment is placed in a Scheduled status and the email notification and assignment are sent on the scheduled start day. Modifications to the assignment can be made up until the scheduled start date.
Note: Prior to an assignment's Start date, if a user within the audience for that assignment is removed from the audience, the assignment does not display in that user's Assignment page. However, if the assignment enters into an In Progress or Completed status, and the user is then removed from the assignment's audience, the assignment still displays on that user's Assignment page, and all historical data for that user in relation to the assignment is preserved.