Tasks Module
Use the Tasks Module to create task lists, add tasks, choose which users see them, reward completion with badges, and follow completed tasks on the dashboard.
What is the Tasks Module?
The Tasks Module lets you give users a checklist of actions to complete, inside or outside GFoundry, and follow their progress. Main features:
Task planning and progress tracking: organise tasks in task lists and see who completed what.
Audience targeting: show each task list only to the groups or teams you choose.
Real-world actions: guide users through practical steps, such as visiting a new office or booking a trip.
Rewards: give badges when users complete a task or a task list.
Integration with other modules: use tasks as objectives in missions, for example in onboarding journeys.
What are tasks for?
Tasks are self-declared: users mark a task as done themselves, and no one validates it. Only backoffice users with access to the Tasks Module can create task lists and tasks.
How do I start?
First create a task list. A task list can contain one or more tasks. A task list counts as completed when the user completes all the tasks inside it.
You can reward users when they complete a single task or a whole task list (see the badges section below).
How do I create a Task List?
Go to Modules > Tasks > Task Lists and click Add Task List. Enter the Task List title and, if needed, a Description. Under Content Segmentation you can choose the groups (Groups Segmentation) and, when Teams is enabled on your platform, the teams (Segmentation by Teams) that see the list. Turn Enabled on when the list is ready and click Create.
See Managing Task Lists and Tasks for all the steps.
How do I create a new Task?
Open a task list and click New Task. Enter the Task title and, if needed, a Description. The description is a rich text field, so you can format text and add links. Click Create.
How can I analyse the data regarding Tasks?
Go to Modules > Tasks > Dashboard. You find:
The cards Total Completed Tasks, Most Completed Tasks By Task List, Most Completed Tasks and Most Completed Tasks By User.
The User Completed Tasks table, with the user, task list, task and date of each completion.
Filters by Task List, Task, Date Range and User.
To export results, use Export Results in the actions menu of a task list on the Task Lists page. A download link for an Excel file is sent to your email. See Tasks Module Dashboard and Completed Tasks Analytics.
How can I create a reward regarding tasks?
Create a new badge and choose Tasks in the Module field. See Gamification Engine - Managing Badges and Setting Triggers.
What triggers can be used with tasks badges?
Finish a task (a specific task)
Finish any task
Finish a task list (a specific task list)
Finish any task list
Can I segment tasks to a certain group of users?
Yes. Segmentation is set on the task list, with groups, teams, or both. All tasks in a list are shown to the same audience; individual tasks do not have their own segmentation. See Task List Segmentation and Audience Targeting.
Can I use tasks in a mission?
Yes. When you add objectives to a mission, you can use the task triggers, so users complete one or more tasks as part of their journey. This lets people achieve things in the real world, like visiting their new office or picking up their new car.
Can I use the Tasks Module to guide users to do things outside GFoundry?
Yes. Tasks can point users to actions in other websites or tools, such as scheduling their vacations or booking a hotel or a flight. Add a link in the task description to take them there.
What will my users see?
In the platform, users open My Tasks. The tasks are split into the To do and Done tabs, and users can switch between View as groups (tasks grouped by task list) and View as list.
When users open a task list, they see its tasks and can mark each one as done. Before a task is marked as done, users are asked to confirm, because a completed task cannot be set back to to do.
