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Add a Task List Template

Trish Griffin avatar
Written by Trish Griffin
Updated over 3 months ago

What is this?

A task list is a list of tasks that a trainee must learn during the course of training.

Why am I doing this?

A task list done during training serve multiple purposes:

  1. It is an inventory and guide of detailed items that must be learned during the training

  2. It is a tracking of the completion of detailed items that have been learned and are yet to be learned during training

  3. When a training is completed, the completed tasks lists is a legal document that captures the Training Officer and Trainee both signing-off that the trainee has completed learning all tasks

What will I learn?

By the end of this module, you will be able to...

  • Create a Task List template

  • Import tasks from a spreadsheet

  • Make a Task List "active"

  • Add enrollment

  • Make an enrollment "active"

Instructional Video on: Create Task Lists

Play Video

Add a Task List Template

Steps:

1 - Coaching

2 - Task List Templates

3 - Create Template

Fill fields and Save

Import Tasks from CSV

Download Example CSV

Open the downloaded csv

Edit and rename spreadsheet

1 - Navigate to your Agency Task List spreadsheet

2 - Upload/Import

View your Agency Tasks

Toggle the Active button to make Active

Go to

1 - Phases

2 - Your new Task List

3 - Edit Pencil

Add Enrollment

1 - Home

2 - Training tab

3 - Phase

  • Navigate to your Phase

Find your User and click the Play Button to start enrollment

In the same field, click the + Plus Button to Start Training Feedback Report

Set up your new Training Feedback report by clicking Create

1 - Task Lists tab

2 - View this Task List (eyeball)

View Task List

View downloaded pdf

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