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Assign To-Dos in Discover / My Resources

Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

 

Assigning To-Dos in Discover/My Resources

iOS/Android

  1. Follow the steps above to access Discover/My Resources on the app
  2. For My Resources only, tap a folder to open it
  3. Find a piece of content and either...
    • Tap the 3 stacked dots in the top right corner of the content card, or
    • Tap on the Content card
  4. Tap Create a To-do
  5. Search for and tap to select the person (or people) to recommend the To-Do to, then tap the Add # Person/People button at the bottom
  6. Configure the To-Do
    • Set a Name for the To-Do (this is seen by the recipient)
    • Set a Description (optional)
    • Add a Due Date (optional)
    • Tap the Done button at the bottom
  7. If desired, tap Add Another To-do and repeat step 6 to configure additional To-Dos
  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

Web

  1. Follow the steps above to access Discover/My Resources on web
    • For My Resources only: click a folder to open it
  2. Find a piece of content and click on the content card
  3. Click the Create a To-Do button
  4. Search for the person (or people) to recommend the To-Do to, then click the Add button in the bottom right corner
  5. Configure the To-Do
    • Set a Name for the To-Do (this is seen by the recipient)
    • Set a Description (optional)
    • Add a Due Date (optional)
    • Click the Add button in the bottom right corner
  6. If desired, tap Add Another To-do and repeat step 6 to configure additional To-Dos
  7. 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)
  8. Click the Send button

 

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