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A Tasks step sends an interactive checklist in Slack. It is available on per-person tracks.

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Set it up

  1. Add a Tasks step.
  2. Write at least one task. Include any instructions or links needed to complete it.
  3. Choose the recipients, such as the participant, their manager, selected people or their mentor.
  4. Set the day and send time.
For example, send a manager a checklist to prepare a laptop, book an orientation and arrange a first-week check-in.

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Completing tasks

Recipients mark tasks complete in Slack. Optional items can be ignored. Later track steps can continue while checklist items remain open. Open the task step’s report to check completion. Removing an enrollment cancels its outstanding tasks and reminders.