Adding sub-tasks to your Moment

Sub-tasks can be added to any Moment to collect information from recipients; or ask them to take action.

Contents

How sub-tasks work in Moments

When a recipient receives a Moment containing sub-tasks, all the sub-tasks will be shown in the email; and some can be completed directly from the email.

For other sub-tasks, a link to a recipient-specific microsite is included in the email, where the sub-task can be completed.

Types of sub-task that can be added to Moments


Confirm Action

The most basic sub-task type, this displays a button that the assignee can click to confirm they have done a specific action. We suggest combining this sub-task with a Text block that describes what the assignee needs to achieve. 
Useful for:
  • confirming your Moment has been read
  • tracking offline actions e.g. picking up a facilities pass

Visit Link

This sub-task allows you to provide assignees with a link that they should visit, and to know whether they have actually visited that link or not. The sub-task will be marked as complete once the assignee clicks on the link and visits the page.
Useful for: 
  • sharing presentation decks, introduction manuals, articles in the company wiki, etc. 

Read Document

This sub-task allows you to upload a PDF document that the assignee can read directly on their employee page or download. There are two options to complete the sub-task: either the assignee must view all pages of the document or download the document, to complete this sub-task.

If "Complete on Download" is switched off: the employee must view every page of the document, then click a button at the end to confirm they've read the document. The sub-task completes only when both are done.

If "Complete on Download" is switched on: the employee must download the document to complete the sub-task.

Useful for:
  • documents that it's critical for employee to read, such as company policies
  • any situation where you'd like to be able to track who has read the document to its end.

Answer Question

This sub-task type allows you to ask the assignee for a piece of information, in the form of a free-text field. You can specify the size of the answer field: a single line or multiple lines high.
Useful for:
  • gathering any kind of additional information you need to know about the employee, such as dietary requirements or their size preference for company t-shirts
  • collecting questions ahead of time for Q&A sessions
  • asking for employees to nominate colleagues for recognition

Select Option

This sub-task type requires assignees to select one or more options you present to them. You can specify whether the assignee can select only one option, or more than one. 
Useful for: 
  • collecting preferences for upcoming events
  • offering a rating scale to give feedback on a workshop

Provide Address

This sub-task type is a specialized version of the 'Answer Question' type, designed to collect postal addresses in a structured format.
Useful for: 
  • when you need addresses in a specific, structured format, to integrate with other systems

Watch Video

This sub-task embeds a video that the assignee can watch directly on their Personal Experience page. In the email they receive, a thumbnail of the video will be shown.

The video should be hosted on a platform that allows embedding such as YouTube, Vimeo, or an LMS that supports external embed links. 

To complete the sub-task, the assignee must watch the video until the end.
Useful for: 
  • sharing a message from the leadership team
  • including short training videos in your Moment

A greater variety of sub-task types are available to use in Experiences. For more information, see this guide to Experience sub-tasks

Where to find data collected by sub-tasks and completion reports

For every Sent Moment, a CSV report is available to download from the main Moments page.

This report includes:

  • any data collected by Answer Question, Choose Option or Provide Address sub-tasks
  • the date and time each repicient completed each sub-task, for all sub-task types except Answer Question, Choose Option or Provide Address

For more on this, see our help article on Moments reporting

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