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:
- Log into the app at app.coachlogix.com.
- Click on the Engagements tab in the left navigation bar.
- Select the desired engagement.
- Inside the engagement select a task or create a new one.
- Give the task a Name.
- Fill out the task Description.
- Assign the Coachee to the task.
- 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.