Your Engagement Assignments: Links, Files, Forms and Tasks
Think of Links, Files, Forms, and Tasks as the ultimate tools in your coaching engagement. Each one plays a special role in making your coaching engagements smooth and effective.
These assignments/items can be seamlessly used throughout your group or team coaching engagements. The platform makes sure everything is neatly organized for coachees, coaches, and admins alike.
How to Add Assignments (Items)
Maybe you’ve already set up your Group Coaching Engagement Template, but now you want to sprinkle in a few more assignments/items. No worries—here’s how to add them manually to your engagement in just a few simple steps:
Step 1: Find Your Engagement: Head over to the engagement you want to update and click on the ‘Engagement Details’ tab.
Step 2: Add New Items: Hit the +Add Item button. Choose what you want to add to your group coaching engagement—forms, files, tasks, or links. It’s a breeze!
ℹ️ Important Note: Only admins, stakeholders, AND independent coach accounts have the ability to add new items to an active engagement. As an internal coach working for a business or company, you will need to be a stakeholder in the engagement to be able to edit the engagement and add new items to it.
Assignment Items - Admin View
The image below shows the admins' view of a link assignment with an expanded status details pane overview.
As the admin, you will also get to see everything within a group coaching engagement item.
Status Pane: Get a clear view of progress for each coachee or coach, depending on who the assignment is assigned to. Stay on top of everyone's journey. 📈
3-Dot Menu: The 3-Dot menu offers you handy options to resend, automate, make a copy, or delete items with just a click. It’s all about convenience. ⚙️
Update Assignees: As the admin, you’re in control! You can easily add assignees to specific items as long as those items haven't been completed yet. Flexibility at your fingertips. ✏️
Mark Complete Button: Just like the coach, you have the power to mark items, such as assignments, as ‘complete.’ Celebrate those achievements and keep the momentum going. 🎉
Assignment Items - Coach View
The image below shows the coach's view of a link assignment.
Check out that nifty 3Dot menu in the upper right corner within the engagement assignment/item. Inside, you’ll find options for setting up automation to streamline your tasks and resending assignments to your coachees if you need a do-over. Dive in and make the most of these awesome features! 🚀
Assignment Items - Coachee View
Coachees can check out a Link, File, or Task, they get a simplified view tailored just for them. They’ll see only the details that matter to their own experience—no extra info about the larger group or cohort assignments. It’s all about making their journey smooth and straightforward!
The image below shows the coachee view of a Link Assignment.
What Coachees Can Do within an Assignment in Their Engagement
Coachees can easily view all their assigned assignments, whether sent by their coach or admin. If an assignment hasn’t been sent yet, they’ll still be able to see the title and description, but won’t be able to take any further action on it.
Coachees can easily mark certain assignments as completed. For example, if they receive a link, file, or task from their coach or admin, they can check it off once they're done. Additionally, if they’re sent a form, they can fill it out and submit it, and that assignment will be automatically marked as ‘complete.’ It's a simple way to keep track of their progress.
Status Details Pane within an Assignment/Item for Coaches and Admins- Your Coaching Command Center!
When you’re handling group or team coaching, the Status Pane expands to give you a full view of all your assignees in each of the items of the engagement.
Here’s the scoop:
Add or Remove Assignees: Hit the 'Update Assignees' button to open the Assignees Dialog. It’s your go-to for making changes on the fly.
Mark Assignments or Sessions as Completed: When you’re ready to wrap things up, simply mark the assignments or sessions as complete. This will update the Progress column on the engagements page.
Check Assignment Details: Click the 'Status Details' button to dive into the nitty-gritty of each assignment.
Status Details: Your Coaching Dashboard.
In this section, you get all the juicy details:
See who’s nailed their assignments or may need a little nudge
Resend assignments if needed
Message your coachees directly
With the Status Pane and Status Details, you’ve got everything you need to keep your coaching game strong! 💪
The Status Details pane can be opened and closed as needed and is also available to administrators.
We’ve reached the end of this article, folks! For any questions or support, please contact us at [email protected]
Group Coaching - Getting Started
Group Coaching - Getting Started
Group Coaching - Engagements
Group Coaching - Engagements