Managing Task Lists and Tasks
Use Task Lists to group tasks, choose who sees them, add and edit tasks, export results, and remove lists or tasks you no longer need.
How do I add a task list?
Go to Modules > Tasks > Task Lists.
Click Add Task List. The Create a new Task List window opens.
Enter the Task List title (required, at least 3 characters).
Add a Description if needed.
Under Content Segmentation, choose the audience in Groups Segmentation and, if you see it, Segmentation by Teams.
Turn Enabled on or off.
Click Create.
If your platform has more than one language, a tab appears for each language so you can enter the title and description in each one.
What is on the task list page?
Go to Modules > Tasks > Task Lists and click the task list you want to review.
The left panel, Task List Details, shows the title, description, Groups Segmentation, Teams Segmentation (when Teams is enabled on your platform) and status.
The right panel, Tasks, lists the tasks.
At the top of the page you find New Task, Export and, if your role allows it, Edit.
How do I edit a task list?
Go to Modules > Tasks > Task Lists.
Open the actions menu of the list and select Edit, or open the list and click Edit at the top of the page.
Update the title, description, segmentation, or Enabled status.
Click Update.
How do I add or change tasks in a task list?
Open the task list from Task Lists.
Click New Task.
Enter the Task title and, if needed, a Description.
Click Create.
To change a task, click its title or open its actions menu and select Edit Task, then update the task and click Update. Use Search tasks... to find it in a long list.
To change the order of the tasks, drag them by the handle on the left of each row. The message Task order updated! confirms the new order.
How do I export task list results?
Go to Modules > Tasks > Task Lists.
Open the actions menu of the list and click Export Results. You can also open the list and click Export at the top of the page.
The report is prepared in the background and a download link is sent to your email. It is an Excel file with one row per user and task, showing the user name and email, the task title, whether the task was completed, and when it was last updated.
How do I delete a task?
Open the task list from Task Lists.
In the Tasks section, open the actions menu of the task.
Select Delete Task.
Confirm when asked Are you sure you want to delete this task?
The task is removed from the list and the message Task deleted! appears. If you do not see Delete Task in the actions menu, your backoffice role does not allow deleting tasks; ask an administrator.
How do I delete a task list?
Go to Modules > Tasks > Task Lists.
Open the actions menu of the list and select Delete, or open the list for editing and click Delete at the bottom left of the window.
Confirm when asked Are you sure you want to delete this list?
The message Task List deleted! confirms the deletion. The whole list, including all of its tasks, is removed. Deleted tasks and task lists cannot be restored.
Deletion works the same way for enabled and disabled lists. If you only want to stop users from seeing the list, edit it and turn Enabled off instead of deleting it.
What if I only want to remove one task from a list?
Delete the task itself with Delete Task, not the whole task list. The list and its other tasks stay as they are.
To delete a user's completion record instead, see Tasks Module Dashboard and Completed Tasks Analytics.