> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getzell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Steps>
  <Step title="Open Tasks">
    Navigate to **Team Management** → **Tasks** in the main menu.
  </Step>

  <Step title="Create a New Task">
    Click **New Task** or **+ Create Task** to open the task configuration panel.
  </Step>

  <Step title="Choose a Template">
    Select from preset task types to get started quickly:

    <CardGroup cols={2}>
      <Card title="Weekly Practice" icon="calendar-week">
        Regular training sessions
      </Card>

      <Card title="Daily Quick Practice" icon="clock">
        Short daily exercises
      </Card>
    </CardGroup>

    <Tip>Templates are pre-configured with common settings, but you can customize everything.</Tip>
  </Step>

  <Step title="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

    <Note>A good description helps team members understand why they're doing the task and what success looks like.</Note>
  </Step>

  <Step title="Select Bot(s)">
    Choose which AI bot(s) the assignee will practice with. You can select multiple bots for variety.
  </Step>

  <Step title="Set Times Required">
    Specify how many practice calls are required to complete the task (e.g., 3 calls).
  </Step>

  <Step title="Assign to Users">
    Select individual team members who will receive this task.

    <Tip>You can assign the same task to multiple users.</Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set End Date (Optional)">
    Optionally set a deadline for task completion.
  </Step>

  <Step title="Configure Recurrence">
    Determine how often the task should repeat:

    <Tabs>
      <Tab title="None">
        One-time task that doesn't repeat.

        **Best for:**

        * Special projects
        * Onboarding tasks
        * Event-specific training
      </Tab>

      <Tab title="Daily">
        The task repeats every day.

        **Best for:**

        * Quick practice sessions
        * Habit-building activities
        * Short skill drills
      </Tab>

      <Tab title="Weekly">
        The task repeats every week.

        **Best for:**

        * Comprehensive training sessions
        * Progress reviews
        * Regular skill assessments
      </Tab>

      <Tab title="Monthly">
        The task repeats every month.

        **Best for:**

        * Monthly check-ins
        * Quarterly skills assessment prep
        * Longer-term practice goals
      </Tab>
    </Tabs>
  </Step>

  <Step title="Set Status">
    Choose the initial status:

    * **Open:** Active and visible to assignees
    * **Draft:** Not yet published
    * **Paused:** Temporarily disabled
  </Step>

  <Step title="Add Notification Emails (Optional)">
    Add email addresses to receive reports about task completion.
  </Step>

  <Step title="Save & Launch">
    Click **Create** or **Save** to enable the task.

    <Check>The task will now appear on assignees' dashboards according to your schedule!</Check>
  </Step>
</Steps>

## 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

<Steps>
  <Step title="Select the Task">
    Click on any task in the list to open its details.
  </Step>

  <Step title="Make Changes">
    Update settings like:

    * Title and description
    * Assigned users
    * Times required
    * Start/end dates
    * Status (open, paused, draft)
    * Notification emails
  </Step>

  <Step title="Save Updates">
    Changes take effect for the task going forward.

    <Note>Note: You cannot change the recurrence type after creation.</Note>
  </Step>
</Steps>

### Pause or Delete Tasks

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

<Warning>Deleting a task is permanent and cannot be undone.</Warning>

## Best Practices

<CardGroup cols={2}>
  <Card title="Start Small" icon="seedling">
    Begin with fewer tasks and gradually increase as the team adapts to the routine.
  </Card>

  <Card title="Be Specific" icon="bullseye">
    Clear task descriptions lead to better completion rates and outcomes.
  </Card>

  <Card title="Mix It Up" icon="shuffle">
    Vary task types to keep training engaging and address different skills.
  </Card>

  <Card title="Set Realistic Cadence" icon="calendar">
    Don't overload team members—balance training with their day-to-day responsibilities.
  </Card>

  <Card title="Monitor & Adjust" icon="chart-line">
    Review completion rates regularly and adjust difficulty or frequency as needed.
  </Card>

  <Card title="Celebrate Progress" icon="trophy">
    Recognize consistent task completion and improvement in performance.
  </Card>
</CardGroup>