How managers assign content directly to their direct reports — the manager-scoped version of the Direct Assignment flow.


Managers can assign content directly to their direct reports when they have Content Assignment permission enabled. This is the right path for ad-hoc training needs — a missed deadline, a new skill the team needs, a specific course relevant to a team member. The flow is similar to the admin Direct Assignment flow but scoped to direct reports only.

For the strategic frame on assignment design, see Designing Assignments: Direct vs. Automated.


Prerequisites

To assign content as a manager, your role must have Content Assignment permission enabled. If your admin has disabled this for managers, the +Assign option won't appear on your dashboard. See Manager Permission Configurations.


How to Create a Direct Assignment as a Manager

1. Open the Manager Dashboard.

2. Click + Assign (or the equivalent in your version).

3. Search and select the content. You can assign Articles, Videos, Workshops, Assessments, Learning Tracks, and Journeys. The content must be visible to you and to your direct reports.

4. Select the audience. Your direct reports are the only available audience. Select all, individual reports, or a subset.

5. Set the due date. Pick a specific date or "no due date."

6. Configure notifications (or use the default).

7. Review and activate.

The assignment is delivered immediately. Your reports see it on their Dashboards.


What This Flow Does Not Do

Cannot assign to non-direct-reports. Managers can only assign to their own team. To assign across teams, work with an admin.

Cannot create Automated Assignments. Manager assignment is Direct only. Automated assignments require admin-level access through the Automations area.

Cannot create new content. The content has to exist first. To author new content, you need Creator or Admin permissions in addition to Manager.


Common Mistakes

Assigning content not visible to reports. If a report can't see the content (segmentation, permission, role), the assignment lands but they can't open it. Test with one report before assigning to the whole team.

Aggressive due dates. Match the due date to your team's actual capacity. A due date your team will miss teaches them assignments don't have real deadlines.

No follow-up. Direct assignments are most effective when paired with a manager conversation — let the team know it's coming, why it matters, and what success looks like.


See Also


Manager Dashboard → +Assign → select content, direct reports, due date → activate. Scoped to your direct reports only.

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