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Tasks

Build, organize, and manage the work your learners will do.

Written by Shane Krukowski

A Task is a container within a Module for organizing content and activities—whether that's information to reference, discussions to join, or work to complete. Tasks are on Task Boards, where advisors and learners can see what needs to be done, track progress, and collaborate.

Contents


Task Basics

What Makes a Task?

Every task has:

  • Title and Description — The task name and context for learners

  • Due Date (optional) — When the work is due

  • Workflow — The evidence lifecycle (To-Do, In Progress, Submitted, Needs Review, Complete)

  • Evidence (optional) — Files, links, text, or logged time that learners submit

  • Learning Targets (optional) — Competencies or standards you want to assess

  • Columns — Organization containers on the Task Board (e.g., "Week 1," "Reading," "Lab Work")

Tasks can do much more—see below for how to add features like Actions, Variants, and assessment.

Create a Task

Start from any Module's Task Board:

  1. Click + Add Task (or + Add Task to Column if you're in a specific column)

  2. Add a Title and Description

  3. Set a Due Date (optional)

  4. Choose whether learners Submit Evidence

  5. Click Save

The task appears on the board immediately. You can drag it to rearrange, and edit it anytime by clicking the task title.

Edit Task Details

Click on any task to open its details pane. Here, you can:

  • Change the title or description

  • Update the due date — Adjust the calendar or use quick options (Today, Tomorrow, Next Week, etc.)

  • Enable/disable evidence submission — Decide if learners will submit work on this task

  • Add learning targets — Align competencies for assessment

  • Mark as assessed — Enable task-level assessment (see How to Assess Tasks)

  • Add Task Actions — Define steps learners take to complete the task (see Task Actions)

  • Add Variants — Create task versions for different learners or groups (see Add Variants)

Once you save, changes appear immediately on the board and in learner views.

Designing for individuals or teams? See Individual vs. Team Tasks to understand how learner organization affects task structure and which editing strategies work best for each scenario.


Beyond the Basics

Task Actions

Define concrete steps learners take to complete a task. Task Actions make it explicit what "done" looks like—and can automatically mark tasks complete when learners finish.

Available actions:

  • Submit Evidence — Learner uploads a file, links to a document, or writes text

  • Watch a Video — Learner watches a video to the end

  • Coming soon: Visit a Link, Read a PDF, Add to Discussion

Why use Task Actions?

  • Clarity — Learners see exactly what they need to do (not just a description)

  • Automatic tracking — Mark tasks complete automatically when all actions are done

  • Combine multiple steps — "Watch the video AND submit a reflection"

Examples:

  • Watch a tutorial video → auto-complete the task

  • Submit evidence AND participate in the discussion → move to complete

  • Read a PDF AND take a quiz → both must be done before auto-completion

Add Variants

Create versions of a task for different learners or groups. A variant can have a different due date, different targets, different instructions—or all of the above. Variants stay grouped with the original task, so tracking is simple.

Use variants when:

  • A learner needs extra time on one task (individual due date change)

  • Different groups are doing slightly different activities (same task, different instructions)

  • Struggling learners need scaffolding while others pursue enrichment (differentiated task versions)

Assessment

Mark a task as "assessed" and align it to learning targets. When learners submit evidence, you can assess their work right on the task and see results rolled up to the module level.

Task Evidence Workflow

Every task with evidence has a workflow. Learners move work through states—To-Do, In Progress, Submitted, Needs Review, Complete—and advisors can comment, assess, and provide feedback at each step.

Copy & Reuse

Duplicate a task within the same module or across different modules. Great for reusing your best practices and materials without starting from scratch.


See Your Tasks

Task Board View — The default layout. See all tasks organized into columns. Drag tasks to move them between columns or adjust their order.

Evidence View — See all submitted evidence for all learners in a grid. Filter by due date, column, or learner. Click into any evidence to review and assess.

Calendar View — See tasks by due date on a calendar. Advisors can drag tasks to the calendar to set or change due dates.

Workflow View (Learners) — Learners see their tasks organized by status: To-Do, In Progress, Submitted, Needs Review, Complete. They can drag tasks between columns to update their own status.


Common Patterns

A task with multiple learners, but different due dates? Use Add Variants to adjust the due date per learner or group without creating duplicate tasks.

A task where some learners do Activity A and others do Activity B? Use Add Variants to change the task description, instructions, or targets per variant.

A task that should auto-complete when learners finish? Add a Task Action (Submit Evidence, Watch a Video) and enable auto-completion. The task moves straight from In Progress to Complete.

A task with multiple required steps? Combine Task Actions—e.g., "Watch the video AND submit your reflection." The task won't auto-complete until all actions are done.

A flipped classroom where learners watch first, then discuss? Create two tasks: Task 1 has a "Watch a Video" action (auto-completes). Task 2 is the discussion (separate task, separate discussion action coming soon).

A task you want to assess against a rubric? Mark the task as "assessed," align learning targets, and (optionally) customize target criteria to match your rubric.

A task that connects to another module (e.g., a resource module)? Use Connected Modules to put a module card on the task board. Learners see both task and module progress in one place. Learn more: Connected Modules


Quick Reference

I want to...

Do this

Define clear steps for a task

Add Task Actions (Watch Video, Submit Evidence, etc.)

Auto-complete when learners finish

Add Task Actions > enable "Auto-completion"

Combine multiple required steps

Add multiple Task Actions to one task (all must be complete)

Change the due date for one learner

Add Variants > adjust Due Date per variant

Give different instructions per group

Add Variants > edit task description per variant

Let learners submit work

Open task > Toggle "Submit Evidence" on

Assess learner work on this task

Mark as "assessed" > align learning targets

See all evidence submitted

Task Board > Evidence View

Create a copy of this task for another module

Click task > 3-dot menu > Copy Task

Group related tasks

Put them in the same column

See progress across multiple modules

Use Connected Modules to link related modules


Next Steps

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