Users on Learn can create tasks for themselves as well as for others, depending on how admins have configured tasks.

Read more: Enabling and Configuring Tasks as a Module on Auzmor Learn 

Assuming that Learn has been configured to allow users to create tasks for others and themselves, this article will guide you on how to create tasks:

• For yourself
• For others

Creating Tasks for Yourself

Once admins have set the Task configurations to allow learners to create tasks for themselves, you can create tasks for yourself from the learner, admin, or manager view.

• Log in to Learn from your learner account and click on "Tasks" from the homepage. If you're an admin or a manager, you can additionally click on "Tasks" from your admin or manager view and then click on "My Tasks".
• You'll see a '+' button to create a task at the bottom right of the page. 
• Click on the '+' button. The Task creation flow will be initiated.

On this page, you will see two tabs: Content and Assignments.

In the content tab,

• You'll be required to add a title for the task you're creating.
• You may add a description of the task to support the purpose of the task.
• You can add attachments for users to refer to if you like.
• You can enable scoring for the task.
  Scoring will allow reviewers to add a score to the task and all its subtasks once it is being evaluated. You can define the scale on which you want the users to score the task and also the score type amongst 
• You can add a due date.
  Due dates are a useful tool for you to set a timeline for your tasks and your subtasks.
• You can add Subtasks.
  And add due dates and enable scoring for each subtask.

A task can be created with just a title and description, however, you can make Tasks more granular and planned out with more by adding Subtasks. Here’s what you can do with subtasks:

• You can set the subtask title.
  The Subtask title will usually be an objective that you want to achieve that contributes to the completion of the parent task.
• You can define the response type.
  
  
  
  The response type configuration helps you to validate that the objective of the subtask has been achieved. The attestation can be in the form of various response types, such as:
  
  • Entering a Free Text
  • Selecting multiple options amongst a defined list
  • Selecting a single option amongst a defined list
  • Entering a date
  • Entering a time
  • Uploading a file

You can choose the response types when configuring the subtask depending on the
nature of the subtask. When responding to and completing a subtask, you will be
required to provide a response as per the type that has been selected. 
This will allow any reviewers to verify and validate your responses as well
as the completion of the subtasks. This also helps you (as well as other 
stakeholders) by documenting things for historical reference.

For example, if a subtask has been configured to have the response type as 
‘File Upload’, then you will be required to upload a file in order to mark 
the task as complete.

Similarly, if the response type has been selected as ‘Date Selection’, 
you must enter a date corresponding to the subtask question.

Once you’ve set up the content of a task, you can then click to Save and proceed to the configurations. On the configurations tab, you’ll see an option to add Reviewers & Viewers.

Read more about reviewers, reviewing levels and viewers:
Participants in a Task - Assignees, Reviewers & Viewers 

To add Reviewers,

• Click on “Add Reviewers” from the Configurations tab.
  You’ll see a popup that allows you to select users based on roles, select specific users, and/or specific teams. You can choose to select any combination of roles, users, and teams. All of the users based on the selections will be added as reviewers for the task.
• Once you’ve made the selection, click on “Save” on the popup. The Reviewer section will be expanded and you’ll see that a level has been created for reviewers and you’ll have an option to add more levels.

You can add more levels if you want the task and subtasks to go through 
multiple rounds of evaluations. Learn support adding up to 5 levels.

• Click to add more levels. For each level, you can select users based on roles, specific users, and/or specific teams. An Approval method dropdown will appear. If you’ve added multiple reviewing levels, then selecting the approval method as sequential makes it such that reviewers from level 2 will only be able to review the task once a user from level 1 has marked it as completed. A non-sequential approval method will make the task available to reviewers as soon as it's submitted for review by the assignee.
• You can remove a level by clicking on the cross button next to it.

To add Viewers,

• Click on “Add Viewers” from the Configurations tab. You’ll see a popup that allows you to select users based on roles, select specific users, and/or specific teams.
• Select the users, roles, or teams you want to add as reviewers. You can choose to select any combination of roles, users, and teams.
• Click on "Save" after the selection has been made.

All of the selections will be added as viewers for the task.

Once you’ve added the reviewers and viewers, click on the “Create” button at the top of the page. You’ll see the task created on your Tasks page. (or the “My Tasks” tab if you’re in the admin/manager view).

Read more:
- Accessing Tasks as Assignees
- Accessing Tasks as Reviewers
- Accessing Tasks as Viewers
- Editing Tasks