What are dynamic Tasks and how can I use them?

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.

Open

Step 2: Choose the Task you'd like your learners to complete. 

Open

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.

• 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 -

Here you can select whichever check boxes suit the requirements for the 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.

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.

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.