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 activities are grouped on the to-do list
Activities on the to-do list are grouped per journey.
The grouping follows the structure of your content. An activity is grouped under the journey it sits in, which is usually a journey within a programme.
Learners can see at a glance where an activity lives, which makes it easier to place it in the bigger picture of what they are learning.
đ Good to know
This happens automatically. There is nothing to set up, and you do not choose which activities are grouped together.
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
Add the individual activities to the to-do list, also when those activities sit in a journey within a programme.
đ Good to know
The full setup is in How to add a (mandatory) activity or journey to the to do list.
Using the to-do list as a landing page
You can set the to-do list as the landing page, the first page users see when they log in.
This works well when you want learners to start with what they have to do, instead of browsing first. They land straight on their open activities and can get going.
The landing page is set per theme:
Go to Settings > Appearance > Themes
Open the theme you want to change and scroll to Navigation items
Click the edit icon
Open the Landing page dropdown and select To do
Save your changes
âď¸ Tip
Landing page settings are configured per theme, so you can give one group the to-do list as a starting point and leave the rest on Stream. See Feature: Multi theme.
Following up on to-dos in Reporting
Reporting managers can filter a user's progress on the activities that are on that user's to-do list.
This gives a clear overview of what has been assigned to someone and how far along they are, without scrolling through everything else they have access to.
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
âď¸ Note
Items you add later appear above older items. The first-added item ends up at the bottom of the list.
Why does a user get duplicate to-dos?
Sometimes you may see duplicate items. Here is 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.
đĽ Important
This may cause duplicates for users who didn't fully complete the content, even if they completed the earlier to-do.
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
#todo