Tasks: making tasks and sub-tasks optional

Contents

• Making a Sub-task optional
• Making an entire Task optional
• How do optional tasks and sub-tasks work in Dado?

Making a Sub-task optional

• Go into Edit mode for your Experience, by clicking the 'Edit' button on the top right of the Experience page
• Select the Task that contains the Sub-task you want to change
• In the center column, click on the Sub-task that should be optional
• In the right hand column, just under the title, switch the Optional toggle to on
• Save the task, then save the Experience. This Sub-task will now be optional for anyone who hasn't yet completed it.

Making an entire Task optional

To make a Task optional, simply switch on the Optional toggle for every Sub-task in it.

How do optional Tasks and Sub-tasks work in Dado?

By default, all Tasks and Sub-tasks in Dado are required. You can set any Sub-task as optional, and by extension make an entire Task optional.

When a Task contains a mix of optional and required Sub-tasks:

• The Task completes automatically as soon as all required Sub-tasks are done
• The status of optional Sub-tasks has no effect on Task completion: the optional Sub-tasks can be done or still to-do

• Optional Sub-tasks are flagged as optional in the Admin view of an individual employee's Experience

  

• Optional Sub-tasks are not shown as optional to Assignees, in email, Slack/Teams, or in the Employee App
  • This is to provide you with more control about how these Sub-tasks are perceived by assignees.
• After the Task is complete, it's still possible for the Assignee to complete any incomplete optional Sub-tasks
• If a Task contains form-type Sub-tasks (eg Answer Question, Select Option):
  • The form can be only be submitted when all required Sub-tasks have a response
  • After a form is submitted, adding a response to an optional Sub-task will enable the form to be re-submitted

When a Task is optional (because it contains only optional Sub-tasks):

• Optional Tasks have deadlines, the same as an ordinary Task
• Assignees will still receive notifications when optional Tasks start; and will also receive reminders before and after deadline, if you set these up
• If a Task contains form-type Sub-tasks (eg Answer Question, Select Option):
  • The form can be submitted when a response has been input for any Sub-task – ie, it's not necessary to respond to every Sub-task before submitting
  • After the deadline, it's still possible to enter responses and submit the form
• After the deadline of an optional Task, instead of being marked as Overdue, it's marked as Past Deadline

  • This Past Deadline state is shown both to the Admin and to the Assignee

    

    
    

  • These tasks appear dark grey in the status bar for a Participant

    

• Optional Tasks can still be completed once they're Past Deadline (and the same is true for ordinary Tasks, when they're Overdue)
• Incomplete optional Tasks will still be shown as incomplete Tasks in Reports