⚙️ Configuration
Task List
Add one or more tasks using the rich text editor. Each task supports:- Bold, italics, links, and formatting
- Placeholders (
{{user}},{{manager}},{{mentor}}) - Reordering via the overflow menu
At least one task is required.
Destination
| Destination | Description |
|---|---|
| User | Direct message to the track participant |
| Manager | Participant’s manager |
| Specific People | Choose individual users |
| Mentor | Assigned mentor (requires mentor step earlier) |
| Mentor & User | Group DM to both mentor and mentee |
✅ Task Interaction
Recipients can:- Mark complete: Check off finished tasks
- Ignore: Skip non-applicable tasks
⭐ Best Practices
- Keep tasks actionable: Use clear verbs like “Complete”, “Review”, “Schedule”
- Include links: Make it easy to find resources
- Order logically: Sequence tasks in completion order
- Don’t overload: 5-7 tasks per checklist is ideal
- Route appropriately: IT tasks → IT team, manager tasks → manager
🎯 Common Use Cases
- New Hire Onboarding: First-day and first-week setup tasks
- IT Provisioning: Equipment and access checklists
- Training Requirements: Courses and certifications to complete
- Manager Actions: Tasks for managers onboarding their reports
- Compliance: Policy reviews and acknowledgments
🔗 Related Steps
- Step: Message: Send context before tasks arrive
- Step: Delay: Allow time for task completion
- Step: Mentor Assignment: Enable mentor destinations
- Step: Survey: Collect feedback after tasks complete