Overview

The "My Task List" feature allows you to assign tasks (activities) to users, which will disappear once completed. You can also pin a permanent task to the top of the list. This guide will walk you through setting up the widget, configuring behaviors to assign tasks, and adding the task list to a user profile page.

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 feature is available in both Mobile and Web-Apps

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 as female during onboarding, activities specifically designed for females 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.

User Experience

Users receive assigned activities directly in their 'My Task List' based on the configurations set by the Creator.
These activities can be accessed through the dashboard from My Task List Widget, or the Profile menu.
Users select and complete the assigned activities.
Once an activity is completed, it automatically disappears from the list.

Setting Up the "My Task List" Widget

Step 1: Add the Widget

Go to Creator.
Click on Add New Widget.
Select My Task List.
Save Changes.

Step 2: Configure the Widget

Name your widget as desired.
Pin an activity to the top of the list (optional):
- This activity will always appear at the top, regardless of completion or behavior settings.
- Pinned activities won't disappear after completion.

Adding the Task List to the Profile Page (Optional)

Step 1: Navigate to Settings

Go to Creator.
Select Settings.
Click on Footer.

Step 2: Enable "My Task List"

Select the Profile button.
Check the Use My Task List option.
Customize the title, icon, and description.
Enable access on Explore (this makes 'My Task List' appear in the Explore menu).

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.