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Tasks are the to-dos that keep coaching moving between sessions: an agent practicing a skill, a manager reviewing calls, or a follow-up Reddy spotted from the numbers.

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Where tasks come from

While a program is a draft, plan tasks show on the agent’s page as Planned and are created when you publish.

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Creating a task by hand

1

Open the Tasks tab

Open the program and click the Tasks tab, then Create Task.
2

Describe the task

Enter a Title and an optional Description.
3

Choose who it is for

Under Assign to, pick Agent to put it on an agent’s coaching page, or Manager to make it a to-do for you or a manager on your team.
4

Set a due date (optional) and save

Click Create task.
Only program managers and admins can create tasks this way. A task from a plan step can be assigned to the agent or the manager when you build the plan. A manager task from the plan belongs to whoever saved the plan.

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Working with tasks

Tasks have three statuses: To Do, In Progress, and Done.
  • On the program’s Tasks tab, change a task’s status from the dropdown, or click its title to see its details.
  • Open a task to add notes and click Save Notes, mark it done with Mark Complete, or remove it with Delete.
A coaching task page with Mark Complete and Delete buttons, a notes box, and task details
Deleted tasks disappear from every task list. Completed tasks stay listed with the status Done.

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Where tasks show up

Managers see tasks for their own team and tasks they own. Admins see every task.

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What agents can do

Agents see every task about them on their program page, including tasks owned by their manager and tasks from Reddy. They can open a task, add notes, change its status, or mark it complete. Agents cannot create tasks.

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Good to know

  • Removing a Task step from the plan deletes the unfinished tasks it created, for every agent. Tasks you created by hand are never affected by plan changes.
  • Completing a task does not move the agent’s plan progress bar. Plan progress follows step dates and completed sessions.
  • Tasks do not change on their own when the due date passes. Check the Due Date column for anything late.
  • Tasks in an archived program are read-only.