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Assigning To-Do List for your learners

Mentors can help the learners by prioritizing or organizing their task items as To-dos. They can assign an activity, course, event or snippet as to-dos to his mentees. Click on the Mentor > Learner tab to view the Learners page.

  • In the To-dos tab, you can view the upcoming and overdue to-dos for the learner. 
  • You can view the to-do item name, priority, expected completion date, mandatory or not and the progress percentage of the to-do item. 
  • You may filter or add a new activity/course/snippet/event as a to-do item for the learner. 
  • It is also possible to edit or delete the to-do items by clicking the three dots. 
  • You may also filter the upcoming to-dos for this week/month.

Adding Activity as to-dos

Click on the ‘+’ icon and the ‘Activity’ option in the My to-dos section on the top right corner of the Learning Home page.

  • The Add Activity pop-up appears, where you may enter the learner name to be assigned, activity name, tick the mandatory option (if required), activity description, select the related knowledge area, priority, completion date, and click the Save button.

Note: Tick the ‘Set as mandatory’ option to inform the learner that the activity is mandatory.

  • The activities created will be listed in the learner’s To-do list.

Adding Course as to-dos

Click on the ‘+’ icon and the ‘Course’ option in the My to-dos section on the top right corner of the Learning Home page.

  • The Add course pop-up appears, where you may enter the learner name to be assigned, course name, set the course as mandatory option (if required), completion date, and click the Save button.

Note: Tick the ‘Course is mandatory’ option to inform the learner that the activity is mandatory.

  • The courses created will be listed in the learner’s To-do list.
  • All activities and courses the learners add to their to-do list will appear in their to-do list.

Editing To-dos

Here, you can view the upcoming to-dos and those that are overdue. You can click on the three dots icon to edit or delete the to-do item from the To-do listing page.

  • In the Edit pop-up, edit the details and click the Save button.
  • To delete the to-do item, click on the ‘Delete’ option. A confirmation message will appear. Click on the Yes, delete button to delete the to-do item.

Filtering the To-dos

All the to-dos in the Open status will be displayed by default. The to-do items whose deadline occurs in this week/month will be listed on top. You may filter the to-dos that are in completed status. Also, you can filter the to-dos based on the assigner, to-do type (activity, course, snippet, event, session, or assignment), or priority.  

Adding to dos from Learning Journals

  • Click on the Feedback Journal tab to view all the journals created for the learner. 
  • Click on the To-dos icon to view an activity or course added a to-do relating to this feedback journal. You can also edit or delete the to-do item.

Adding to dos from Quick Action menu

Mentors can quickly assign a course or activity as a to-do item for their mentees by selecting the Quick Actions menu on the Learning Home page. This convenient feature enables mentors to efficiently assign tasks to their mentees.

Assigning Snippet as a To-do item

Click on the Browse > Snippets to list all the snippets. 

  • Click on the three dots and Assign as to-do icon to assign this snippet to a learner as a to-do item.
  • In the ‘Assign Snippet’ pop-up, select the assignee, notes (if any), priority, completion date and click on the Save button.

Assigning Events as a To-do item

Click on the Browse > Events to list all the events.

  • Click on the three dots and Assign as to-do icon to assign this event as a to-do item. In the ‘Assign event’ pop-up, select the assignee, notes (if any), priority and click on the Save button.
  • The snippets and events assigned to the learner will be displayed in the To-do list of the learner.
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