Learn how to make the most of dynamic Tasks.
We're excited to introduce you to dynamic Tasks! While we've had dynamic Exercises, Surveys, and 1-to-1s in the system for a while now, we're pleased to say that you'll now be able to manage the setting and automation of Tasks more easily than ever.
What is a dynamic Task? What's new?
Previously, you were only able to set or schedule Tasks for people who were already part of a team, group, or company.
For example - previously:
If you wanted to set a mandatory piece of financial training to the Finance Team, you'd be able set it for people who were a member of that team at the time you set the Task.
But, if new joiners were added to the team a month later, they wouldn't automatically be tasked the mandatory training, and you'd have to manually set the Task again.
However, with dynamic Tasks:
You now have the option to automatically schedule Tasks to be set for new joiners - whether they're joining a team, group, or the company - without having to manually go back and set the same Task!
In essence, the scheduling and setting of Tasks is now easy and automated - and helpful in ensuring that no piece of training (mandatory or otherwise) is forgotten!
How do I create a Task?
Step 1: In the top navigation bar, select the + icon, and add a Task.
Step 2: Choose the Task you'd like your learners to complete.
Assigning the Task - what are the different options?
You can assign a Task to individuals, teams, groups, and the whole company.
For teams, groups, and company, you'll have the option to set the Task for new joiners. Let's take a look at what that means.
What happens if I assign it to....
Current and new members:
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.