The to-do list helps users keep track of tasks and learning activities they need to complete. Items can be added manually or through automations.
How to use automations to add to-do items
Admins can use automations to assign content to users’ to-do lists.
Automated to-do items follow these rules:
The item will only be added if the module/journey is not yet completed
A new item is not added if there’s already an open to-do for the same module/journey
This design prevents duplicates, but allows adding a new to-do after a module has been reset or modified
👉 Admins can add items to employee's to-do lists through automations.
Why does a user get duplicate to-dos?
Sometimes you may see duplicate items — here's why:
Is the content ID different?
It may be two different activities or journeys that look similar.Were automations changed recently?
A new to-do is created if:The previous one was marked as completed
The associated journey/module is still incomplete
This is intentional, so users who finished the to-do but not the actual content will get re-notified.
🔥 Important:
This may cause duplicates for users who didn’t fully complete the content, even if they completed the earlier to-do.
For learners: adding items to their to-do list
Learners can manually add content to their to-do list by clicking the + icon on any learning activity (like a learning bite) in the discovery stream.
Once they click it:
The item is added to their to-do list
They'll see a red badge on the To do menu item when there are active tasks
The item stays there until marked complete
✏️ Note:
Items you add later appear above older items. The first-added item ends up at the bottom of the list.
Why the to-do deadline isn’t updating after changes made to the automation
To-do items always keep their original creation date and deadline
This is the date the user was originally expected to complete the activity
Even if you remove completions or update settings, the original to-do remains unchanged
New to-dos are only created if both of these are true:
The user has no existing incomplete to-do for the activity
The activity is currently incomplete