An Assignment asks participants to do something and submit, confirm, or reflect on the result. Assignments work well when someone needs to review or follow up on the work — and they're the only activity type where a manager can be required to approve a submission before it counts as completed.
Start from a template or a copy instead of building from scratch
When you open a new assignment before you've added anything to it, Knowly gives you a head start. You can choose Start from scratch, or reuse work you or your colleagues have already done — an assignment is really just its instructions, questions, and settings, so reusing one saves you rebuilding them.
Your assignments. Pick an existing assignment from your organization and choose Start from a copy of this assignment. You get a copy to edit, and the original stays exactly as it is.
Templates. Pick one of the templates your team has saved and choose Use this template.
To save an assignment as a template, open it and choose Create template. Once you've named it, it's available to everyone in your organization — under the Templates tab, or under Templates the next time someone creates a new assignment.
Note. An assignment that uses employee variables can't be saved as a template.
When "submitted" isn't the same as "completed"
Assignments can finish in two ways, depending on how the author has set them up:
No manager approval required. The participant submits and the assignment is marked as completed straight away.
Manager approval required. The participant submits, and the assignment shows Submitted, awaiting manager approval. It stays in that state until a manager opens the submission and clicks Approve — only then does the activity count as completed. The manager can also request a new version, which sends the assignment back to the participant.
Authors turn this on in the assignment with Require managers to approve participants' submissions, and pick a review mode: Only approval or Approve and comment.
If a participant tells you they can't complete an assignment, check whether it requires approval and whether a manager has reviewed the submission yet. That's the most common reason a submitted assignment isn't yet completed.
Your organization may call the manager role coach, mentor, leader, or something else. The approval flow works the same regardless of the label.
Once an assignment has been sent to participants, settings like the submission type and manager approval lock so people mid-work aren't moved onto changed rules. See Editing assignment settings after activities have been sent.