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What happens if I assign it to....
Current and new members:
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Any current members to either the Company/Team/Group will have the task assigned
Any new members that fit the criteria for the Company/Team/Group will then be assigned the task once they accept their invite to the platform.
If set with an immediate deadline this will only take effect on current members tasks.
New users will have a dynamic deadline.
This option may be ideal if you’d like to set a compliance task that all members including new ones will need to complete.
Current members only:
This task will only assign to current members in the Company/Team/Group
If you select this option then any new members need this task assigned then you will need to assign a separate task
You may want to use this option if you’d like to set a task for current members that new joiners may not need to complete.
New members only:
This task will only assign to new members in the Company/Team/Group who have joined after the task has been created.
If you select this option then any current members will NOT have this task assigned to them.
You may find this option handy if you’d like to set tasks for any new joiners to the platform.
Step 3: Select the task options -
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Here you can select whichever check boxes suit the requirements for the task.
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Please bear in mind if you do not check the option - 'If learner has completed this task, require them to complete it again' - then any users who have previously completed this content (at the time of issuing) will have the first new task automatically marked as complete. Checking this box will not affect the recurrence of this task. |
Step 4: Set the dates -
Here you can select when you want the task to be set from and if you’d like it to be set on a certain future date.
Repeats - This will be the select deadline date for future occurrences of the task. So if you set this for the 30th September this will be the deadline for the future task.
Re-issue task - Here you can set recurrence rules for when future tasks assign to users. So if you set it to 3 months before with the deadline set to the 30th Sept, the new task will assign on the 30th June.
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Please note: These settings will only affect current users at the time of assigning the task. |
How does the complete by date work with a recurring task?
When setting the task with a complete by date this will only affect the first occurrence of the task for current users.
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You will then need to set a ‘set from’ date and ‘complete by’ date for new joiner tasks. Please note if you select ‘Set date’ under ‘Set from’, tasks for new joiners after this date will not be created anymore.
You can then ‘Save task’ and the task will be set.