Overview
Task is one of the special types of Messages. Donut will send a specific task to complete along with the Message, and a "Complete" button. If they don't click "Complete" after a certain number of days then Donut will start reminding them to complete it on a daily basis until they do.
✨NEW✨ You can now add attachments to Task Messages!
See this article for more information on how.
Creating a Task
To create a Task, follow the same steps as creating a basic Message. In the "What is it" section, where you write the message, select "Task" on the left. Now you have some extra fields to set up your Task.
First fill in the message that should be sent with the Task, which can explain the rationale or context for the Task, e.g. "We have all new hires introduce themselves to the team in Slack." Then type the actual Task itself, e.g. "Introduce yourself in #general."
Finally, choose how many days after the initial notification you would like Donut to send a reminder. E.g. if you create a Task for day 2 and the reminders are set to begin in 2 business days, then beginning on day 4 the new hire will get a message every 24 hours reminding them to complete the Task until they click complete.
Note that the reminder messages will contain the Task text (e.g. "Introduce yourself in #general"), but not the message text.
Example
If you have several items you want to remind New Hires or stakeholders to complete, you can use Multi-task Messages to bundle tasks together and keep everyone on track. Simply hit "Add Another Task" beneath your first task to add multiple tasks to the message. Learn more about using Multi-task Messages.
New: Cohort Task Grouping
You now have the option to consolidate tasks when they are tied to the cohort rather than an individual person. This is especially useful when a task applies to a group, such as training sessions or tasks that all participants need to complete together.
Options:
Send once per cohort: This option will send one unified task to each Manager per cohort, regardless of the number of New Hires in the cohort. For example, if the task is to submit a presentation, it will be sent once to each manager rather than once for each individual in the cohort.
Send once per New Hire or Participant: If you prefer individual tracking for each New Hire, you can select this option to send separate tasks to each Manager per New Hire. This ensures each New Hire gets personalized attention for their task.
Restrictions:
If the recipient is a New Hire, the "Send once per cohort" option will not be available, as this setting is meant for group-related tasks only.
Similarly, if the message does not reference roles besides the recipient (e.g., when the message is general), consolidation will not be allowed as it would result in redundant task assignments.
If you have any questions or feedback, click the purple Donut button on the bottom right of your screen to open up a chat with our support team!