How do I use preparation tasks for training?

Last reviewed 11 October 2026 · Part of Training administration

For programs in Scheduled or In Progress status, a Prep Task button appears in the action bar.

Creating a Prep Task

1. Click Prep Task on a scheduled or in-progress program
2. The system creates a task in the Task Management module:
   • Linked to the training program via Related Entity
   • Assigned to the current user
   • Due date set to 1 day before training start date
   • Title references the training program

This integrates with the existing Task Management module — the task appears in your My Tasks list and follows standard task workflows.