To-dos for Goals

A guide to when tasks are created for goals.

Tasks are created for goals in three scenarios:

1. Assigned objectives

When a task is assigned to a user, a task is automatically generated. The user can choose to accept or reject it. The task will be titled "Respond to the new objective added by {user name}"

2. Assigned action items

Similarly, when someone assigns you an action item requiring your attention, a task is created. The task will be titled "{user name} assigned a task to you for an objective"

3. Check-in update reminders

Tasks are generated to remind you to update a goal based on the cadence set by the admin, which can be either weekly or monthly on a selected date. The task will be titled "Update your goal."