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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a learning task from a lifecycle event

When a lifecycle event is triggered, a learning task is created and assigned to the subject person of the case. The task is displayed in the To-dos page in Employee Center.

Before you begin

Role required: sn_jny.admin

Procedure

  1. Create a learning task template.

    For more information, see Create a learning template.

  2. Configure a lifecycle event activity set.

    For more information, see Configure a lifecycle event activity set.

  3. Configure a lifecycle event activity.

    While creating a lifecycle activity, make sure you select Activity Type as Employee, Employee Activity as Learning task, and HR Template as any learning template task. For more information, see Configure a lifecycle event activity.

    When the lifecycle event is triggered, a learning task is created and assigned to the subject person of the case.

  4. Create a learning template
    Create a learning template to simplify the process of creating learning tasks by populating fields automatically.

Parent Topic:Configure Journey designer features