Champion Apps

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Each one of these apps is Gloo-powered, so think of us as your own support squad.

Recommending To-Dos

Recommending To-Dos

Web

  1. Follow the steps in this article to access Console on web
  2. Click the + button, found to the right above the Progress Updates section
    • Search for the person (or people) to recommend the To-Do
    • Click the Add button in the bottom right corner
  3. Configure the To-Do
    • Click Add Another To-Do
    • Set a Name for the To-Do
      • This will be seen by the recipient
    • (Optional) Set a Description 
    • (Optional) Configure the To-Do with either Content or a Link
    • (Optional) Add a Due Date
    • Click the Add button in the bottom right corner
  4. Repeat Step 3 to configure additional To-Dos
  5. In the "Recommend As" section, click to select who will be displayed as recommending the To-Do(s)
    • Selecting an Agent Profile will create a Growth Relationship between you and the person (or people) who receive the To-Do(s)
  6. Click the Send button

iOS/Android app

  1. Follow the steps in this article to access Console on the app
  2. Tap My Users icon
    • This is the second icon found in the bottom navigation bar
  3. If the Person/People do not appear in the list: 
    • Search for and tap to select the person (or people) to recommend the To-Do to
    • Tap the Add # Person/People button at the bottom
  4. In the My Users list, tap on the person receiving the To-Do
  5. Tap Create To-Do
  6. Configure the To-Do
    • Set a Name for the To-Do (this is seen by the recipient)
      • This will be seen by the recipient
    • (Optional) Set a Description
    • (Optional) Configure the To-Do with either Content or a Link
    • (Optional) Add a Due Date
    • Tap the Done button at the bottom
  7. To configure additional To-Dos:
    • Tap Add Another To-do
    • Repeat Step 6
  8. In the "Recommend as" section, tap to select who will be displayed as recommending the To-Do(s)
    • Selecting an Agent Profile will create a Growth Relationship between you and the person (or people) who receive the To-Do(s)
  9. Tap the Send button at the bottom

Find out more about Console through these articles:

 

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