Creating a Pre-Defined Task

Before You Begin 

Before creating a task, ensure that you already have created the goal it will be associated with. 

To learn more, see: Creating a Pre-Defined Goal

How to Create a Pre-Defined Task 

Step 1: Open a Goal

Navigate to the Goals section and locate the goal you would like to add a task to.

Select View Tasks.

Click Create Task.

Step 2: Enter a Task Title

In the Task Title field, enter a clear and actionable name for the task.

Examples:

• Schedule an Introductory Meeting
• Complete a Career Assessment
• Attend a Networking Event
• Update Your Resume
• Complete Program Orientation

Task titles should clearly communicate the action participants are expected to complete.

Step 3: Add a Description

Use the Description field to provide additional details and instructions.

Consider including:

• The purpose of the task
• Expected outcomes
• Completion requirements
• Helpful resources or guidance

Providing detailed instructions helps participants understand what is expected.

Step 4: Upload Supporting Documents (Optional)

Administrators can attach files to a task to provide additional resources.

Supported file types include:

• PDF
• PNG
• JPEG
• DOC
• DOCX

Examples of supporting documents:

• Worksheets
• Templates
• Checklists
• Learning materials
• Program resources

Participants will be able to access these files directly from the task.

Step 5: Configure a Due Date

Choose how the task due date should be managed.

Specific Due Date

Assign a fixed deadline for all participants.

Example:

• December 31, 2026

Number of Days After Engagement Begins

Assign a deadline based on when the participant's engagement starts.

Examples:

• 7 days after engagement begins
• 30 days after engagement begins
• 60 days after engagement begins

This option is recommended for programs with rolling participant start dates.

No Due Date

Select this option if participants can complete the task at any time during the program.

Step 6: Assign the Task

Use the Assigned To dropdown to determine who should complete the task.

Available options may include:

• Mentors
• Mentees
• Both Mentors and Mentees

The selected audience will receive the task when it is published to workspaces.

Step 7: Save the Task

Click Submit to create the task.

The task will now be associated with the selected goal.

Publishing Tasks to Workspaces

Creating or updating a task does not automatically make it available to participants.

After creating or modifying a task, you must publish the associated goal and task updates to participant workspaces.

To publish your updates:

1. Navigate to the goal containing the task.
2. Click Publish Goal & Task Updates to Workspace.
3. Select one of the following options:
   Publish to All Existing Workspaces: Pushes the goal/task to all current participant workspaces. Any newly created workspaces will also receive the goal / task. Use this Use this option when you want current and future participants to receive the update.
   Publish Only to Newly Created Workspaces: Applies the goal / task only to workspaces created after publication. Existing workspaces will not be updated. Use this option when you want the goal / task to apply only to future participants.
4. Click Push Changes