Assign a learning plan

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As a Site Administrator you can assign learning plans to both set and dynamic audiences.

To assign a learning plan to an existing audience:

  1. Go to Quick-access > Users > Audiences.
  2. Select the Learning Plan tab.
  3. Select a learning plan template from the Plan template dropdown list.
  4. Untick the Exclude users who check boxes to exclude users who have existed plans based on the selected template.
  5. Select Dynamic creation if required.
  6. Select Save and create plans, then Save in the dialogue box.

Now learners can use the assigned template to set up their learning plans.


The Totara Academy has a whole course dedicated to using Learning plans in Totara Learn. Here you can learn more on how to use learning plans, see best practice, and give it a go yourself.

Join the Totara Community for more resources to help you get the most out of Totara. 


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