Creating and Managing Course Assignment Tasks for Automations
Administrators can add Course Assignment Tasks to Automation triggers. This automation task assigns a Training course to a user.
Requirements
To create, add, and manage course assignment tasks for automations, users must be assigned a security role with the following permissions:
- Administrator System Role
To create and manage course assignment tasks for automations:
- In the Setup Home page, click Create > Automations.
- Select a User automation for which you want to add or edit an Activity Task.
- In the Automation Tasks section:
- If you want to create a new task, click New, then select New Course Assignment, and then click Next.
- If you want to edit an existing task, click on it.
- Complete the provided fields:
- Name: Enter a name for the Task.
- Sequence: Enter a number to order in which the Task is performed during the Automation.
- Description: Enter an optional description of the Task.
- Configure the following Activity Task information:
- Course: Select the published course that will be assigned to the user.
- Notify Learners: Use the checkbox to choose if users will receive a course assignment email notification when the course is assigned.
- Click Save.
<< Creating and Managing Email Tasks for Automations | Creating and Managing Group Member Tasks for Automations >>