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How do I manually assign a lesson to a user?

Alex Richards avatar
Written by Alex Richards
Updated yesterday

Getting started

To manually assign a Lesson, you have two options:

  • Option 1 - Assign a lesson as an Action created within a 1-to-1 meeting.

  • Option 2 - Assign a lesson as an Action via the menu.

Please note: To create and assign actions, you will need the following permission; Facilitate 1-to-1s & actions

Option 1: Assign a lesson within a 1-to-1 meeting

During the process of managing a meeting or at any time before the meeting is complete, click the Actions link in the left-hand-side meeting agenda menu, and you'll be taken to the Actions section of the meeting.

Here, you can create an action which assigns a lesson to the user.

If the E-learning module is activated on your account, you'll see the following options. First, choose Action template > Assign Lesson. You'll then be able to select a lesson from the resulting drop-down list;

Option 2: Assign a lesson by selecting to add an action from the menu

By following the navigation prompt, you'll be directed to an identical version of the Create action screen referenced above.

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