Create a Learning

Have you ever sent a document or short clip over email and wondered if people watched or read what you sent? And if they saw the content you emailed, what were their reactions?

By assigning learning in Leadr, you will have a tangible way to gauge a person's responses to documents or videos sent out.

Anyone can assign content to another team member with application questions added to see the viewer's takeaways. You can also see if they completed the questions and add them to your next meeting to discuss if you want to.

Want to learn more about Learning Library? See the Article Learning: Library and Playlists

In this article:

Assign a Learning
View and Edit Learnings

Video Walkthrough

Assign a Learning

Click on the Learning tab on the left sidebar in Leadr and then click the Assign Learning button in the upper right corner.

Select whether you are assigning a Single or Playlist Learning. For this demo, we are assigning a single video.
Next, select "Start From Scratch"

With the Assign Learning Drawer open, you can begin by adding the content link.

Note: a shareable link is the only way to add content in Leadr; you cannot directly upload.

In most cases, Learning will auto-populate the content link. Adjust the title after adding the link if needed.

Provide an (optional) Introduction, then select the Due By date

Next, select "Add Question". Be sure to click "Add" when you are done.

With your question(s) added, select "Save & Select Participants"

To add Participants, type into the Search field, use the Groups filters, or scroll through the Employee list. Select individual participants as needed or use "Select All" if assigned to everyone. Click "Assign"

While some edits are available (discussed below), titles, introductions, and prompts cannot be modified once assigned. Ensure the Learning is correct before selecting Assign.

The Learning is now assigned, and all participants will receive an email notifying them of the new Learning assignment.

Once completed, the creator (you) will receive a notification via email.

The Learning will also display in Upcoming Week Emails.

View and Edit Learnings

Once assigned, view the learning you sent out, by selecting "Sent"

Locate and Select the Learning

A "drawer" will open on the right-hand side where you can edit the due date, recall the learning, or add the learning to a 1:1 meeting.

To edit the due date, select the pen and paper icon, then select save

View responses by Participants by selecting "By Person"

Select the right or left arrow to page through the Participant's responses
Use the three vertical dots, then the "+" to add the responses to your next 1:1

Another "drawer" will open, allowing you to select a 1:1 between you and the participant. If no applicable meeting is found, select "Schedule a 1:1" to create a new meeting. Use the "X" to navigate out of this view.

If a participant needs to be removed, select the "Recall" button.

Note: Recall is only available if the participant(s) has not yet completed the learning.

Confirm the recall by selecting "Yes, Recall".

If learning was created by mistake or is no longer needed, use the "Recall Learning" button to remove all participants at once.
Then select "Yes, Recall"

Once "Yes, Recall" is selected, it cannot be undone. If recalled in error, a new Learning will need to be created.

Learning does not autosave. Ensure you have fully assigned the learning out or turned it into a Template for clicking out of the drawer.

Reach out to us in Support if you have questions about creating a Single Learning Assignment!