An Assignment Instance represents a single delivery of an assignment, regardless of whether it’s sent to a group or an individual. Whether you assign the same content to 3 teams or send it out manually multiple times throughout the year, each time you do, a new instance is created. This helps you track, manage, and report on assignments with precision.
🔁 Why Instances Matter
Instead of treating every assignment as a single static event, instances let you:
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Track completion and progress per assignment, per group
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Customize assignment names, due dates, and messages each time you assign
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Run targeted reports on specific campaigns or cohorts
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Remove or edit specific groups of users without affecting others
📘 Where You'll See Instances
You’ll interact with Assignment Instances in a few key places:
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Instances tab on each Direct Assignment
See who’s received the assignment, their completion status, and make adjustments as needed. -
Automated Assignment history
Every time an automation runs, it creates a new instance that can be reviewed and managed.
✏️ Managing Assignment Instances
You can take action on any existing instance:
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Edit the name for clarity and reporting
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Remove individual users from the instance if they no longer need it
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Download reports at the instance level to view completion data