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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a learning task

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

Before you begin

Role required: sn_wfo_cfg_itsm.manager

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 ITSM Reference.

Procedure

  1. Navigate to All > Workforce Optimization for ITSM > Manager Workspace.

  2. Click the coaching icon (

Image omitted: coaching-icon-uib.png
Coaching icon\).
  1. Click the Learning tab.

  2. Click Learning Tasks and select All Tasks.

  3. Create a learning task.

    1. Click New.
    2. Fill in the following fields.
NameDescription
Assigned toName of the agent to whom you want to assign the learning task.
Learning libraryThe learning library that contains the course item for the learning task.
Course itemThe course that needs to be completed by the agent.
Due dateDate 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. For learning tasks that are assigned or in progress, the due date field is highlighted as follows:- Green—if the task is due after the current day. - Yellow—if the task is due on the current day. - Red—if the task was due before the current day.
  1. Click Save.

Parent Topic:Learning in Workforce Optimization for ITSM