Use task lists to create action items for participants
Use task lists to create action items for participants
Task lists turn between-session work into a concrete checklist. Each participant gets their own completion state, so you can see exactly who finished what — and who needs a nudge.
Before you begin
- You need a program with the Coaching & Learning app installed
- You need at least one section and one module in your curriculum (see Build your curriculum)
Create a task list
- Open your program and click the section where you want to add the task list.
- Inside a module, click the add button to open the activity library.
- Select Task List as the activity type.
- Type your first task item in the text field. Press Enter to add another item below it.
- Drag items by the grip handle to reorder them.
- Save the activity.
You can add up to 100 tasks per list. Each item is a single line of text describing one action the participant should take.
Customize the appearance
The task list editor includes a color picker in the header. Choose a background color from the palette to visually distinguish this task list from other content in your curriculum. The color applies to the entire task list container that participants see.
How participants experience task lists
When participants open the activity, they see a checklist widget with a progress bar showing their completion (e.g., “Tasks 3/7”).
Participants can:
- Check off tasks as they complete them — checked items move to a collapsible “Completed tasks” section
- Reorder tasks by dragging them into whatever sequence works best for their workflow
- Uncheck tasks if they need to revisit something
When a participant checks off the final task, the activity is automatically marked as complete. This updates their overall section progress and is reflected in reports.
Track task list progress
As a program admin, you can see detailed completion data for any task list activity.
Open the task list’s progress panel by clicking the activity in admin view. The panel has two tabs:
Overview
The overview shows four stat cards at the top:
| Stat | What it means |
|---|---|
| Total Tasks | Number of tasks in the list |
| Not Started | Participants with zero tasks completed |
| In-Progress | Participants who completed at least one task but not all |
| Completed | Participants who finished all tasks or marked the activity complete |
Below the stats, a table lists every participant with their progress (e.g., “4/7”), status badge, last activity date, and time spent.
You can filter by status (Completed, In Progress, Not Started) and search by name.
Client Progress
The Client Progress tab shows a matrix view — every participant mapped against every task item. You can see at a glance which specific tasks each person has or hasn’t completed.
When to use task lists
Task lists work well for:
- Between-session homework — “Complete these three exercises before our next call”
- Phase transition checklists — “Before moving to Module 3, make sure you’ve done these steps”
- Onboarding action items — “Set up your workspace, invite your team, schedule your first review”
- Accountability tracking — Any scenario where you need to verify follow-through on specific actions
For collecting written responses or reflections, use a worksheet or check-in instead.