What is it?

The ‘Todos’ is another feature. It’s a list of tasks you need to complete or things that you want to do.

Having a list of everything you need to do written down in one place means you shouldn’t forget anything important. By prioritizing the tasks in the list you plan the order in which you’re going to do them and can quickly see what needs your immediate attention and what tasks you can leave until a little later.

Why would you use it?

Having a Todo list, with the most important tasks at the top of the list, and the least important tasks at the bottom. By keeping such a list, you make sure that your tasks are written down all in one place so you don't forget anything important.

How to use it?

Track your Client's progress, hold them accountable and make sure they always know what they need to do with Todos. Create a personal to-do list for your Clients inside the Program with the Todos Block.

Todos from Todos Block are shared in a few places:

  1. In the Program Todos Block

  2. In the Agenda Todos Block inside the same Program

  3. In a Group Todos Block inside the same Program

  4. Global Todolist – list of all Todos for one Client from all Programs they're in

Adding Todos

Once you have the Todos Block inside a Program, there are three ways to add Todos to the list.

  1. As the Admin, you can add Todos manually to any Program Members

  2. Clients can add Todos to themselves

  3. You can use Courses to add Todos automatically with each new Module.

Visibility settings

You have control over who sees what in the Program. You can either make all Todos public within the Program – so all Program Members can see each other's Todos, or you can make them private just to the Client and you as Admin.

As the Coach, you can also hide your own Todos even when the Program Members can see each other's Todos.

If you need any further support, please contact us at hello@upcoach.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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