> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Step: Tasks

> Assign interactive checklists to users in your track.

The **Tasks** step sends an interactive checklist to recipients. Users can mark tasks as complete or ignore non-applicable items. Perfect for onboarding checklists, IT setup, training requirements, and manager action items.

## ⚙️ 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

<Note>At least one task is required.</Note>

### 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

<Tip>Tasks are non-blocking. The track continues regardless of task completion.</Tip>

## ⭐ Best Practices

1. **Keep tasks actionable**: Use clear verbs like "Complete", "Review", "Schedule"
2. **Include links**: Make it easy to find resources
3. **Order logically**: Sequence tasks in completion order
4. **Don't overload**: 5-7 tasks per checklist is ideal
5. **Route appropriately**: IT tasks → IT team, manager tasks → manager

<Tip>See [Track Examples](/tracks/track-examples) for complete onboarding track templates with tasks.</Tip>

## 🎯 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](/tracks/steps/message): Send context before tasks arrive
* [Step: Delay](/tracks/steps/delay): Allow time for task completion
* [Step: Mentor Assignment](/tracks/steps/mentor-assignment): Enable mentor destinations
* [Step: Survey](/tracks/steps/survey): Collect feedback after tasks complete