Task: Adding a New Task

Learn how to assign Tasks in Learn Amp—either manually or dynamically—to individuals, teams, or groups, with full control over deadlines, automation, and visibility.

Tasks act as a structured “to-do” layer over your learning content. They ensure users complete key Activities like Items, Quizzes, or Learnlists—and enable you to track completion, enforce deadlines, and manage compliance training.

Core Features & Permissions

What does this feature do?

Tasks allow Admins to:

• Assign any Activity (e.g. Item, Quiz, Survey) to users

• Track who has completed the assigned content

• Add personal messages to explain the context

• Automate Task assignment using dynamic options

• Set due dates and issue recurring Tasks

Who can use it?

• Admins and Managers with the relevant permissions

Pre-requisites

• You must have permission to assign Tasks

• Activities must exist in the platform before they can be assigned

• Users, Groups, or Teams must be pre-configured

• Dynamic Task options require you to define automation rules when creating the Task

Quick-Start Guide (Standard Tasks)

Step 1: Add a New Task

1. Click the + icon in the top navigation bar.

2. Select ‘Add Task’ from the menu.

Step 2: Choose the Activity

Select the Activity you want learners to complete. Supported types include:

• Item

• Learnlist

• Quiz

• Survey

• Channel

• Event

A Task is only marked ‘Complete’ once the assigned Activity is completed. Learn Amp checks for a direct match.

Step 3: Assign the Task

You can assign the Task to:

• Individuals – Select one or more users

• Teams – Assign based on team membership (e.g. Marketing)

• Groups – Custom groupings (e.g. ‘New joiners’)

• Company – Everyone in the organisation

• Advanced Groupings – Saved filters or dynamic rules

Dynamic Task Settings

Dynamic Tasks let you automate the scheduling of Task assignments based on membership changes. For example, if new employees join a team after a Task is created, the system can automatically assign them the relevant training.

This is ideal for:

• Onboarding workflows

• Compliance training

• Evergreen learning programmes

Assigning to:

You can choose from:

Current and New Members

• Assigned to existing users immediately

• Automatically assigned to future users when they join the group/team/company

• New users will have their own dynamic deadlines

Current Members Only

• Only assigned to users who are already members at the time of Task creation

• New joiners will not be assigned this Task

New Members Only

• Task is only assigned to users who join after the Task is created

• Current members are not included

Who Are Current and New Members?

Dynamic assignment rules apply differently based on user status. Here's how it works across Teams, Groups, and the Company:

Step 4: Configure Task Options

Choose task-specific behaviours:

• Reassign on repeat – Check this box if you want users to repeat the Task, even if they’ve completed the content previously.

• If unchecked, users who’ve already completed the content will have the Task marked as completed automatically.

Step 5: Set Dates and Recurrence

Configure when and how often the Task is set:

• Set from – When the Task should become active

• Complete by – The deadline for users to complete the Task

• Repeats – Define the deadline for future Task cycles

• Re-issue Task – Automate re-assignment (e.g. quarterly compliance tasks)

Important:

• First deadline applies only to current users

• For new joiners, use the dynamic ‘Set from’ and ‘Complete by’ options

• If you choose a specific ‘Set from’ date, no Tasks will be created for joiners after that date

Dynamic Recurrence Based on Last Completion Date

This feature allows Tasks to repeat based on each user’s last completion date, rather than a fixed calendar deadline. It ensures personalised scheduling and helps keep learners consistently up to date.

How It Works

You can now choose from two recurrence options:

• Fixed Rule—Tasks repeat on the same date for all users (e.g. every 31st December).

• Dynamic Rule—Tasks recur based on when each user last completed the content.

Example Scenario:

Scenario:

A company sets an annual GDPR training task with a deadline of 31st December and a 30-day task window.

• Employee #1 completes the task on 1st October

• Employee #2 completes it on 15th December

With fixed recurrence:

• Both would get the next task for 31st December next year.

With dynamic recurrence:

• Employee #1 will receive their next task with a deadline of 1st October next year.

• Employee #2 will receive theirs on 15th December next year.

Setting It Up

Step 1: Enable Dynamic Recurrence

• Create a recurring Task and proceed to Step 4 (Recurrence Rules)

• Select "Dynamic (last content completion date)"

Step 2: Define the Interval

Choose a preset interval (e.g. 12 months) or set a custom interval using:

• Days

• Weeks

• Months

Example:

• 6 months + 2 weeks + 3 days = Recurrence 6 months, 2 weeks, and 3 days after last completion

Step 3: Configure Additional Settings

• Re-issue X days before deadline (e.g. 90 days)

• Recur only once (Optional)

• Start from last content completion date (Optional)

💡 If enabled, recurrence starts from a user's most recent content completion. If disabled, it uses the default deadline from Step 3.

❓ FAQs

Q: Can I switch between fixed and dynamic recurrence?
No. You must create a new task if you want to change the recurrence type.

Q: Does this affect existing recurring tasks?
No. Only newly created tasks support this setting.

Q: Can I remap existing tasks to use dynamic recurrence?
See our support article on remapping processes.

Q: What if a user completes the content again as a refresher?
The recurrence schedule will shift to the most recent completion date.

Example:

• Task set to recur annually

• User completes it on 1 Jan 2025 → Next due: 1 Jan 2026

• User does a refresher on 6 Jun 2025 → New due: 6 Jun 2026

Save the Task

Once your Task settings are finalised, click ‘Save Task’ to assign it.

Why Use Tasks?

• ✅ Enforce deadlines for key learning content

• ✅ Track individual and group-level completion

• ✅ Ideal for compliance, onboarding, and role-specific training

• ✅ Automate recurring or evergreen assignments

• ✅ Follow up via reporting tools

Frequently Asked Questions (FAQs)

🛠 Troubleshooting

🗓 Last Reviewed: 9 October 2025
📦 Package: Core