Managing Parent Tasks

Overview

The Parent Tasks tab provides a dedicated space to view and manage all task rules in your organisation. This includes group tasks, team tasks, company-wide tasks, and recurring tasks.

Rather than managing individual task assignments, the Parent Tasks view lets you work with the underlying rules that generate those tasks—making it easy to update, edit, or delete training configurations at scale.

Functionality Breakdown

Each row in the Parent Tasks table represents a task rule and includes the following details:

Available Actions

Click the three-dot menu beside any parent task to:

• View Details – See full configuration and audience information

• Edit Task – Modify the task rule settings

• Delete Task – Remove the task rule and all associated individual tasks

You can also create a new task using the Add Task shortcut in the action bar at the top of the table.

Filtering and Sorting

• Use the filter options to narrow down by various properties

• Sort by the Created at column to find the most recent or oldest task rules

Pre-requisites

Role Requirements

To access the Parent Tasks tab, you must have one of the following roles:

• Admin – Full administrative access

• Owner – Full access within their company

• HR – Human resources access

• Reporter – Reporting access

• Curator or Learning Designer – With added task permissions

⚠️ Note: Users with Learner, Curator, or Learning Designer roles (without added permissions) will only see parent tasks they have personally created.

Quick Start Guide

Accessing Parent Tasks

1. Click Reporting in the sidebar

2. Select Tasks

3. Click the Parent Tasks tab

Creating a New Parent Task

1. Click Add Task in the action bar

2. Configure the task settings:

   • Task name and description

   • Target audience (Group, Team, or Company)

   • Issue to current members, new members, or both

   • Deadline and recurrence settings

   • Mandatory status

3. Save the task rule

Editing a Parent Task

1. Find the task rule in the Parent Tasks table

2. Click the three-dot menu

3. Select Edit Task

4. Make your changes and save

Deleting a Parent Task

1. Find the task rule in the Parent Tasks table

2. Click the three-dot menu

3. Select Delete Task

4. Confirm the deletion

⚠️ Warning: Deleting a parent task will also remove all individual tasks generated from that rule.

FAQs

Q: What's the difference between a parent task and a regular task?
A parent task is a rule or template that generates individual tasks. For example, a company-wide compliance task (parent) creates individual tasks for each user in the company.

Q: Can I change the deadline on a parent task?
Not currently via the UI. To change a parent task deadline, you'll need to delete and reissue the task with the new deadline.

Q: Why can't I see the Parent Tasks tab?
This tab requires Admin, Owner, HR, Reporter, or elevated Curator/Learning Designer permissions. Contact your administrator if you need access.

Q: Why do I only see some parent tasks?
If you have a Learner, Curator, or Learning Designer role without added permissions, you'll only see parent tasks that you personally created.

Q: What happens when I delete a parent task?
All individual tasks generated from that rule will also be deleted. Historical completion data may be affected.

Q: Can I duplicate a parent task?
Not currently. To create a similar task, you'll need to set up a new task rule with the same configuration.

Troubleshooting