Create a learning task

Create learning tasks for agents to keep track of their learning activities.

Before you begin

Role required: sn_lc.task_creator

About this task

Set learning task completion due dates to include or exclude weekends using the exclude_weekends_on_learning_task_due_date system property. For more information, see Workforce Optimization for Customer Service Reference.

Procedure

1. Navigate to Workspaces > Manager Workspace.
2. Click the Coaching () icon.
3. Click Learning Tasks and select All Tasks.
4. Create a learning task.
   1. Click New.
   2. Fill in the following fields.

      Table 1. All tasks form fields

      Name	Description
      Assigned to	Name of the agent to whom you want to assign the learning task.
      Course item	The course that needs to be completed by the agent.
      Due date	Date when the agent must complete the course. Default is 5 days after the creation of the learning task. This value is calculated from the Days to Complete field for the course item. The due date field is highlighted as follows: Green—if the task is due before the current day. Yellow—if the task is due on the current day. Red—if the task is due after the current day.
      Catalog	The catalog that contains the course item for the learning task.

5. Click Save.