Overview
The My Task List feature allows you to assign recommended or required activities to users, which will disappear once completed. My Task List is a powerful feature in Cogniss and using it in your app has several benefits, including:
Personalized Experience: Assigning activities based on user preferences makes the experience more relevant and engaging.
Easy Task Management: Completed tasks automatically disappear, helping users stay focused on what’s next.
Higher Completion Rates: Guiding users through specific tasks increases the chances of them completing important activities.
Flexible Content Delivery: You can highlight essential tasks and recommend activities that match each user’s needs.
Effective Follow-Up: Automatically assigning follow-up tasks ensures users get the support they need when it matters most.
This guide will help you understand how users interact with My Task List, how to configure behaviors to assign tasks, and highlight example use cases.
How users engage with My Task List in your app
App users can receive assigned activities in My Task List based on the user experience you configure in Cogniss Creator.
Users can engage with My Task List in two ways.
1. My Task List in the user profile menu (Me tab)
2. My Task List dashboard widget
Users select and complete the assigned activities. Once an activity is completed, it automatically disappears from My Task List. In the My Task List widget you can pin one activity so that it does not disappear when completed.
Turn on My Task List in user profile
1. In Cogniss Creator, navigate to Settings in the left sidebar.
2. Scroll down until you locate the Footer setting. Ensure the Profile button is selected and enable Use my task list.
3. In Label, you can enter a custom title to display in your app e.g., Onboarding Tasks, Recommended Activities, My To-do List etc
4. In Description, you can add some text to provide additional context and guidance to your users. This is optional.
5. In Icon, you can upload an icon for activities that appear in My Task List. The recommended size for this icon is 96x96 pixels. To upload your asset, simply click on Upload media and upload your design in App files. Select your file and click Insert.
6. Select Enable access on explore if you would like the My Task List to appear in the Explore menu in your app.
7. Click Save Changes at the bottom of the page.
Add the My Task List dashboard widget
💡 For further information on how to add the My Task List dashboard widget, please refer to the Dashboard Widgets: My Task List article.
Recommending Activities through My Task List
Step 1: Create a New Behavior
Go to Creator.
Click on Behavior.
Select New Behavior.
Step 2: Configure the Trigger
Choose your desired trigger type (e.g., REQUEST).
Set the Model to Event.
Set the Operation to CREATE.
Set the Event Type to NAVIGATION.
Set the Action to dashboard.
You may want criteria for targeted users.
Step 3: Configure the Result
Set the Result type to Transaction.
Set the Type to RECOMMEND_ACTIVITY.
Select the Activity you want to assign.
Enable Open
Save Changes
Please note, the second result (Event) is optional for every behavior. It's a way to check if the behavior has successfully resulted. You can check the logs in Creator > Event.
Optional: Unrecommending assigned activities.
Set the Result type to Transaction.
Set the Type to UNRECOMMEND_ACTIVITY.
Select the Activity you want to unrecommend.
Example use cases
Scenario 1: Personalized content recommendation
If a user completes a survey or onboarding process, you can assign personalized activities tailored to their responses. For instance, if a user identifies certain symptoms during onboarding, activities specifically designed for those symptoms can be recommended.
Scenario 2: Sequential Task Assignment
When a user completes Activity A, you can automatically assign Activity B to their task list.
Set up a behavior that triggers upon the completion of Activity A and assigns Activity B.
Scenario 3: Follow-Up on Low Survey Scores
If a user completes a scored survey and receives low scores, you can assign a follow-up activity.
Set up a behavior that triggers upon survey completion with low scores and assigns the follow-up activity.