# Assign a Course ## 📌 Overview Assigning courses ensures your learners receive the right training content. You can assign courses to [individual members](/help/add-members) or [groups](/help/setting-up-groups) with just a few clicks, and Quinn will automatically send them an email with access. You can also **schedule assignments for a future date** so the course goes out at exactly the right time. ![video](https://assets.meetquinn.ai/website/Help/Assign%20courses.mp4) ### Option 1: Assign from the Courses Page - From the top menu, click **Courses** to view your course library. - Select the course you want to assign. - Click **Assign Course**. #### Assign to Individuals - Go to the **Invite by Email** tab. - Use the dropdown list to select one or more members. #### Assign to Groups - Switch to the **Assign by Group Name** tab. - Select one or more groups to assign the course to. Click **Assign** to complete. ### Option 2: Assign from the Groups Page - Go to the **Groups** page and select the group you want to manage. - Click **Add Course**. - Choose the course you want to assign and confirm. ### Schedule an Assignment for Later Instead of sending the assignment immediately, you can schedule it for a future date and time. #### Step 1: Open the Assign Modal Follow the steps above to open the **Assign Course** modal — either from the Courses page or the course detail page. #### Step 2: Select Recipients Choose the members or groups you want to assign the course to, just like a normal assignment. #### Step 3: Enable Scheduling At the bottom of the assign modal, check the **Schedule for later** checkbox. A date and time picker will appear. ![Assign modal showing the Schedule for later checkbox](https://assets.meetquinn.ai/website/Help/assign-a-course_schedule_01.png) #### Step 4: Pick a Date and Time Select the date and time you want the assignment to go out. You can also choose a **timezone** to make sure it sends at the right local time. The default is your browser's timezone. ![Date and time picker for scheduling an assignment](https://assets.meetquinn.ai/website/Help/assign-a-course_schedule_02.png) 💡 Tip: The date must be in the future — Quinn will show an error if you pick a past date. #### Step 5: Confirm Click **Assign**. The assignment won't be sent yet — it will appear as a **Scheduled** assignment on the course detail page with the scheduled date shown. #### Managing Scheduled Assignments - **View:** Scheduled assignments appear on the course detail page with a "Scheduled" label and the send date. - **Edit:** Click the action menu on a scheduled assignment to change the date or time. - **Cancel:** Click the action menu and select **Cancel Schedule** to remove it before it sends. ### Set Up a Recurring Assignment For training that needs to repeat — like an annual compliance refresher — you can set a course to reassign itself automatically on a schedule. Each time it repeats, the learner's progress resets so they retake the course from the start. #### Step 1: Schedule the Assignment In the **Assign Course** modal, select your recipients and check **Schedule for later**, then pick the first send date under **When should this assignment go out?** #### Step 2: Turn On Recurring Assignment Check **Recurring assignment**. Under **Every**, enter a number and choose an interval — **day(s)**, **week(s)**, or **month(s)** — then click **Assign**. Quinn will reassign the course automatically each cycle. ![Assign modal with Schedule for later and Recurring assignment enabled, set to repeat every 1 month](https://assets.meetquinn.ai/website/Help/recurring-course-assignments_step_01.png) 💡 Tip: Each recurrence resets the learner's progress and requires them to retake the course, so use it for content that must be re-completed rather than one-time training. #### Step 3: Manage Recurring Assignments Open the course and select the **Recurring** tab to see every recurring assignment. Each row shows **Assigned To**, **Interval**, **Next Run**, **Source**, and **Created By**. Use the **⋯** menu on a row to **Adjust Interval** or **Cancel Recurring**. ![Recurring tab showing a recurring assignment with the Adjust Interval and Cancel Recurring actions](https://assets.meetquinn.ai/website/Help/recurring-course-assignments_step_02.png) ### Unassign a Course If a course was assigned by mistake or is no longer relevant, you can unassign it directly from a learner's profile page. The learner's progress is preserved, but the course will no longer appear in their **My Courses** list. #### Step 1: Open the Learner's Profile Navigate to the **Learners** page and click on the learner whose course you want to remove. You'll see their profile with a list of all assigned courses under the **Courses** tab. #### Step 2: Click Unassign Course Find the course you want to remove in the list. Click the **⋯** (three-dot menu) in the **Actions** column for that course, then select **Unassign Course**. ![Three-dot menu expanded showing the Unassign Course option](https://assets.meetquinn.ai/website/Help/assign-a-course_step_unassign_02.png) #### Step 3: Confirm the Unassignment A confirmation dialog will appear showing which course will be removed and from which learner. Click **Unassign** to confirm, or **Cancel** to go back. ![Confirmation modal asking to confirm the course unassignment](https://assets.meetquinn.ai/website/Help/assign-a-course_step_unassign_03.png) 💡 Tip: Unassigning a course preserves the learner's progress. If you re-assign the same course later, they can pick up where they left off. --- ### Configure Assignment Notification Channels By default, Quinn sends an **email** to learners when a course is assigned. You can change this to **SMS only** or **both email and SMS** from your Organization Settings. #### Step 1: Open Organization Settings Click your profile icon in the top-right corner, then select **Organization Settings** from the sidebar. Scroll down to the **Learning Experience** section and find **Assignment Notification Channels**. ![Assignment Notification Channels setting showing the current value and Edit button](https://assets.meetquinn.ai/website/Help/assign-a-course_step_notify_01.png) #### Step 2: Choose a Channel Click **Edit**, then select your preferred notification channel from the dropdown: - **Email Only** — learners receive an email when a course is assigned (default) - **SMS Only** — learners receive a text message instead - **Email & SMS** — learners receive both an email and a text message ![Dropdown showing the three notification channel options: Email & SMS, Email Only, and SMS Only](https://assets.meetquinn.ai/website/Help/assign-a-course_step_notify_02.png) Click **Save** to apply the change. All future course assignments will use the selected channel(s). 💡 Tip: This setting applies org-wide. Individual automations can disable a channel, but cannot add one that isn't enabled here. ## 💡 Tips - Assigned members will automatically receive an email with a direct link to start the course. - You can assign the same course to multiple members or groups at once to save time. - [Use groups](/help/setting-up-groups) when assigning recurring or role-based training for easier management. - Track learner progress using [Course Reports](/help/course-report). - Use scheduled assignments for onboarding — set up training to go out on a new hire's start date.