How do you assign a course?

Learn how to assign courses to your employees, whether it's one employee or your whole practice!

After a course is completed by the Account Owner or Admins, it can be assigned to Employees and Admins.

Method 1 (Best to assign one course to multiple employees)

  1. Login to Done Desk
  2. Go to “Training”
  3. Click “Courses”
  4. Click on the course title
  5. Select “+New Assignment”
  6. Choose the employees
    Assigning an entire office: Check the box next to the office’s name
    Assigning to individual employees: Click the drop-down arrow next to the office name and select the employees
  7. Select “Assign & Notify”

Method 2 (Best to assign multiple courses to one employee)

  1. Login to Done Desk
  2. Go to “Employees”
  3. Click “Employee Records”
  4. Click the employee’s name
  5. Scroll to the bottom
  6. Click “+New Assignment”
  7. Select the course(s)
  8. Click “Assign & Notify”