Assign Tasks

Create and assign training tasks to team members with automated scheduling

Overview

Tasks help you assign structured training activities to your team with automated scheduling and reminders. Whether it’s daily practice sessions or weekly training modules, you can create recurring or one-time tasks that keep your team engaged.

Creating and Assigning Tasks

1. Open Tasks

   Navigate to Team Management → Tasks in the main menu.

2. Create a New Task

   Click New Task or + Create Task to open the task configuration panel.

3. Choose a Template

   Select from preset task types to get started quickly:

   Weekly Practice

   Regular training sessions

   Daily Quick Practice

   Short daily exercises

   Templates are pre-configured with common settings, but you can customize everything.
4. Edit Task Basics

   Configure the fundamental task information:

   • Title: Enter a clear, descriptive name (e.g., “Cold Call Practice with Skeptical Prospects”)
   • Description: Summarize the task goal and provide any special instructions

   A good description helps team members understand why they’re doing the task and what success looks like.
5. Select Bot(s)

   Choose which AI bot(s) the assignee will practice with. You can select multiple bots for variety.

6. Set Times Required

   Specify how many practice calls are required to complete the task (e.g., 3 calls).

7. Assign to Users

   Select individual team members who will receive this task.

   You can assign the same task to multiple users.
8. Set Start Date

   Pick when the task should first appear on assignees’ dashboards.

   Example: If you want training to begin next Monday, set that as your start date.

9. Set End Date (Optional)

   Optionally set a deadline for task completion.

10. Configure Recurrence

    Determine how often the task should repeat:

    None

    One-time task that doesn’t repeat.

    Best for:

    • Special projects
    • Onboarding tasks
    • Event-specific training
11. Set Status

    Choose the initial status:

    • Open: Active and visible to assignees
    • Draft: Not yet published
    • Paused: Temporarily disabled
12. Add Notification Emails (Optional)

    Add email addresses to receive reports about task completion.

13. Save & Launch

    Click Create or Save to enable the task.

    The task will now appear on assignees’ dashboards according to your schedule!

Managing Active Tasks

View All Tasks

Navigate to Team Management → Tasks to see:

• All active tasks
• Who’s assigned to each task
• Completion rates
• Upcoming due dates

Edit Existing Tasks

1. Select the Task

   Click on any task in the list to open its details.

2. Make Changes

   Update settings like:

   • Title and description
   • Assigned users
   • Times required
   • Start/end dates
   • Status (open, paused, draft)
   • Notification emails
3. Save Updates

   Changes take effect for the task going forward.

   Note: You cannot change the recurrence type after creation.

Pause or Delete Tasks

• Pause: Temporarily stop a task without deleting it
• Delete: Permanently remove the task and all its history

Deleting a task is permanent and cannot be undone.

Best Practices

Start Small

Begin with fewer tasks and gradually increase as the team adapts to the routine.

Be Specific

Clear task descriptions lead to better completion rates and outcomes.

Mix It Up

Vary task types to keep training engaging and address different skills.

Set Realistic Cadence

Don’t overload team members—balance training with their day-to-day responsibilities.

Monitor & Adjust

Review completion rates regularly and adjust difficulty or frequency as needed.

Celebrate Progress

Recognize consistent task completion and improvement in performance.