Tasks within Cezanne Learning

What are Tasks?

Tasks are used to assign learning activities to learners and, where required, set a deadline for completion.

Tasks let you assign items, learnlists, channels, quizzes, surveys and events to specific learners or groups. Tasks can be created as one-off or recurring assignments, or without a deadline where there is no specific timeframe for completion.

How to add a new Task

Step 1: Adding the Task

From the top of the screen, select Add New > Task.

Step 2: Choosing a Task type

Choose whether the Task should be completed once or repeated on a schedule:

Single Task: Use this when learners only need to complete the assigned activity once.
Recurring Task: Use this when the activity needs to be repeated on a schedule.

Note: If learners need to complete the activity but there is no specific deadline, you can create an open-ended Task. Open-ended Tasks cannot be recurring.

Step 3: Choose activity

Select the activity you'd like learners to complete.

You can also add a message to the Task. This will be included in the notification learners receive when the Task is assigned and can be used to provide additional information or instructions.

Step 4: Assign to

Select who you want to assign the Task to. You can assign it to individual users, teams, groups or the entire company.

If selecting a team, group or company, choose whether you want new joiners to receive this Task in future.

Step 5: Set Dates and Recurrence Rules

Use Set dates to control when the Task is assigned, when it needs to be completed and, for recurring Tasks, when it should be issued again.

Dynamic dates calculate timing individually for each learner, rather than using the same fixed date for everyone.

Current members

Choose when current members should receive the Task:

Immediate: Assign the Task straight away.
Set date: Assign the Task on a specific date.

New members

Choose when new members should receive the Task:

Immediate: Assign the Task as soon as they become a member.
Set date: Assign the Task on a specific date.
Dynamic: Assign the Task based on how long the learner has been at the company.

Tip: A dynamic date can be useful when you want to stagger learning for new joiners. For example, rather than assigning all required learning as soon as someone joins, you can set particular Tasks to be assigned after they have been at the company for a specified period.

Complete by

Choose when learners need to complete the Task:

Set date: Set the same specific completion date for learners.
Dynamic: Set the amount of time learners have to complete the Task based on when it is assigned.

Recurrence

For recurring Tasks, choose when the Task should be issued again:

Fixed: Set a repeating schedule, such as the same day each month, and choose how often the Task should repeat.
Dynamic: Set the Task to repeat after a specified period, such as 7 days or 12 months, and choose how long before the next deadline the Task should be reissued.

Step 6: Advanced Settings

Use Advanced Settings to configure additional options for the Task, including:

Previous completion: The option 'If learner has completed this content, ask them to complete it again' controls whether learners who have previously completed the content need to complete it again for this Task.
- When selected, the learner needs to complete the content again.
- When not selected, their previous completion can automatically complete the new Task.
Mandatory: Select 'Is this Task mandatory?' if learners are required to complete the Task.
Notifications: Click into Enable notifications if you want other people to be notified about the learner's Task and when notifications should be sent.

📝 Note

If you need learners to repeat content they have previously completed, check If learner has completed this content, ask them to complete it again. Otherwise, their previous completion may automatically complete the new Task.