Tasks are a program item type that assigns an action to engagement participants. 

Each task can only have 1 user assigned to it.

Here are 8 steps to sending a task to a Coachee
:

  1. Log into the app at app.coachlogix.com. 
  2. Click on the Engagements tab in the left navigation bar.
  3. Select the desired engagement. 
  4. Inside the engagement select a task or create a new one.
  5. Give the task a Name.
  6. Fill out the task Description.
  7. Assign the Coachee to the task.
  8. Click on the Airplane to send the task.


 
Advanced
: You can set up tasks ahead of time inside program templates.
Click here to learn more about program templates.

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