Tasks (training assignments)

Go to Tasks > All Tasks or My Tasks. A task is assigned to one or more users or groups and can fulfill one or more requirements — good for self-paced or assigned activities. Key settings include due date, duration, completion method (Self-Certify, Take a Quiz, or External Course), completer (individual vs. supervisor), whether it's verified by creator, and whether a document attachment is disabled, optional, or required.

Anyone who can manage training (Training permission set to Manage, or an Administrator) can create tasks. Assigning to a group expands into individual assignees based on active membership on the due date. Normal users see the tasks assigned to them under My Assigned Training.

Creating a task: Go to Tasks > All Tasks > New Task. Choose whether it fulfills a Requirement, then set Category, Topic, Due Date, Method, and Contact Hours (check Manual Entry to enter hours at completion). Pick a Class if relevant, choose Assigned Staff (groups or individuals), and the requirements it Meets. Decide how it's completed (self-certify or take a quiz) and when it counts (immediately, or after an administrator verifies). Optionally attach a file (Disabled / Optional / Required) for skill sheets. Task Completed By controls who may certify — each individual, or a company officer via Roster My Crew on the My Assigned Training page.