How To: Create and assign a task – Civica Learning

You can use the Task content type to assign work to learners that they must complete and submit for review.

To create a task

Log in to your Administration portal, as either a Global administrator or Content administrator.
On the NAVIGATION pane, click Catalogue.
In the ACTIONS section, click Add task.
On the Task page, in the THUMBNAIL section, click the item's thumbnail image to add your own image to display alongside this task when it is published.
In the DETAILS section, in the TITLE box, enter a title for the task.
In the DESCRIPTION box, enter a description for the task.
In the DISPLAY TYPE section, enter the type of the item, as you want it to be displayed to learners in the Learner portal. We recommend that you only change this value where it is appropriate, and that you limit the number of display types to ensure that the filter is meaningful to learners. Note that where vales are chosen that differ from the standard Civica Learning values, these values will not be localised in the learner portal.
In the TASK DETAILS box, enter the details for the task.
NOTE: You can use markdown formatting when entering your description and task details. This is particularly useful if you need to use bullets or numbered lists in order to improve the display of the task details.
In the CATEGORIES box, select one or more categories with which to associate this task. Learners can filter content by category when perusing the content catalogue.
In the COMPLETION APPROVAL section, select the task's completion mode. The following options are available:
- Completion does not require approval. Choose this option if you want to enable learners to submit and complete their tasks without anyone needing to review their submission.
- Completion requires approval by a designated approver for this task. Choose this option if you want a nominated person to review all task submissions before they are marked as completed. If you select this option, you must specify a user as the approver for all submissions relating to this task.
- Completion requires approval by the learner's assigned approver. Choose this option if you want an approver obtained from the learner's user profile to review all task submissions before they are marked as complete. If you select this option, learners must have an Approver property associated with their user profile, and this property is used to determine the identity of the approver when a user submits their work in relation to this task.
In the TARGET USERS section, using the MY LEARNING and/or CATALOGUE boxes, the task can be targeted to determine who should see it within either their My learning area, their Catalogue or both.
- To target the MY LEARNING, complete the following steps:
  1. In the TARGET USERS section, in the MY LEARNING box, click the ellipses (...) button.
  2. In the Users dialog box, on the Users tab, select the required user.
  3. On the Groups tab, select the required group.
  4. On the Organisational unit tab, select the required organisational unit, and then click Done.
- To target the CATALOGUE, complete the following steps:
  1. In the TARGET USERS section, in the CATALOGUE box, click the ellipses (...) button.
  2. In the Users dialog box, on the Users tab, select the required user.
  3. On the Groups tab, select the required group.
  4. On the Organisational unit tab, select the required organisational unit, and then click Done.
In the OWNERS section, specify who is the 'Owner' for the item. This will default to the admin that creates the item, but you can specify one or more users or groups as the owner. Where admins have Content administrator permissions, and they are included as an owner for an item, the content administrator can update all of the information associated with the item.
In the CONTENT PRIORITY section, the task's content priority to control precisely where the task should appear within learner facing content lists such as their My learning content list and Catalogue content list. This should be avoided unless absolutely necessary.
In the CPD CREDIT section, in the CPD POINTS box, enter the number of CPD points that the learner should receive following completion of the task. The values here default from the event level settings.
In the LEARNING HOURS box, enter the number of learning hours that the learner should receive following completion of the task. The values here default from the event level settings.
In the EXTERNAL REFERENCE section, you can configure an external reference for the task. This is only necessary if completion history related to this task content needs to be imported, for example, during system implementation and/or if you want to cross reference this task with an external entity during completion history export processing.
When all configuration is complete, click Save.

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