Roles: Admin, Manager

Description: In this article, you will learn how Admins and Managers can create tasks for others in Auzmor Learn. When a task is created for multiple users, an independent assignment is generated for each assignee. This works similarly to assigning courses, training, or events, where each user is responsible for completing their own assignment.

Benefits:

• Delegation: Assign tasks directly to learners or teams.

• Clarity: Each assignee receives their own independent assignment.

• Structure: Use subtasks, due dates, and scoring to guide completion.

• Oversight: Add reviewers and viewers to monitor and evaluate progress.
  
  

Step by Step Guide: You may refer to the screenshots below for a step by step guide on how to create tasks for others.

Step 1: Log in to Learn to the Admin or Manager view.

Step 2: Click Tasks from the top navigation menu. By default, you will land on the All Tasks page.

• Admins: See all tasks created in the organization by admins, managers, and learners.

• Managers: See tasks created by themselves or by the users they manage.
  

Step 3: Click the ‘+’ button on the All Tasks page to start creating a task.

Step 4: Click on Create Task

Step 5: On the task creation page, you will see two tabs: Details and Configurations.

Details Tab

• Title: Add a task title. This is required to create a task.
  

• Description: Provide a short explanation of the purpose of the task.
  

• Attachments: Upload supporting files if needed.
  

• Scoring: Enable scoring so reviewers can rate the task and subtasks.
  

• Start Date: Set a start date of the task.
  

• Due Date: Set a timeline for completing the task or subtasks.
  

• Subtasks: Break the task into smaller objectives.

For each subtask, you can:

• Title: Define the objective that supports the main task.
  

• Due Date: Assign a specific completion date.
  

• Scoring: Allow reviewers to score this subtask.
  

• Response Type: Select how the subtask should be completed.
  

Response Types include:

• Text Field: Enter a written response.

• Multiple choice: Select multiple answers from a list.

• Single choice: Select one answer from a list.

• Date picker: Enter a calendar date.

• Time picker: Enter a specific time.

• File upload: Submit a document or file.
  
  

Configurations Tab:

• Add Assignees: Select users, roles, or teams who will be responsible for completing the task. Each assignee will receive an independent assignment.
  
  

• Add Reviewers: Choose users, roles, or teams to evaluate the task.
  

• Review Levels: Add up to 5 levels of reviewers for multiple rounds of evaluation.
  

• Approval Method: Select Sequential (reviewers act one after another) or Non-sequential (reviewers act in parallel).
  

• Remove Levels: Delete any review level if no longer needed.
  

• Add Viewers: Assign users, roles, or teams who can view the task but not review it.

Step 6: Once assignees, reviewers, and viewers have been added, click Create at the top of the page.

Step 7: The task will appear on the All Tasks page (or under My Tasks in the Admin/Manager view).

Read More:

• [Enabling and Configuring Tasks as a Module on Auzmor Learn]

• [Creating Tasks for Yourself]

• [Participants in a Task – Assignees, Reviewers & Viewers]

• [Accessing Tasks as Assignees]

• [Accessing Tasks as Reviewers]

• [Accessing Tasks as Viewers]

• [Editing Tasks]