Move, resend or skip items in one Participant's Experience

Dado gives you a range of ways to control what happens in one Participant’s Experience, without making changes that affect all Participants. This functionality enables you to adjust an Experience to reflect the individual circumstances of a Participant.

To make changes, open the Participant’s Individual Experience window and select one or more items, either with the checkboxes in the Timeline items list or on the timeline above. The pane on the right then shows what you can do with them, such as Manage, Resend and Reschedule.

Contents

• How to change the timing of one Task, Message or Automation
• How to make a Task, Message or Automation re-run in the future
• How to start/send a future Task, Message or Automation right now
• How to resend a Task or Message
• How to uncomplete a Task that's already been completed
• How to re-run an Automation
• How to skip or unskip a Task or Message
• Other changes to a Participant's Experience

How to change the timing of one Task, Message or Automation

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change the overall experience for anyone else.
4. Scroll down past the timeline to see the Timeline items list.
5. Check the box next to every item you want to move. The right pane shows the items you’ve selected.
6. In the Reschedule section, enter how far to move the start of the selected items, choose Day or Week, choose Later or Earlier, then click Move.
7. Then click Save changes at the bottom of the sidebar. To undo your changes before saving, click Discard.

To start, send or run an item right away, see How to start/send a future Task, Message or Automation right now.

How to make a Task, Message or Automation re-run in the future

When you move items from the past to the future (see instructions above), the items will automatically reset. In practice this means:

• Messages will send again on the new date you’ve set
• Automations will run again on the new date you’ve set
  • Any ‘skipped’ actions will not re-run, unless you unskip them
  • The effects of the previous run will not be undone. For instance, if someone has already been added to a calendar event, they will not be removed
• Tasks will start again on the new date you’ve set, and a new notification will be sent on that date
  • Any ‘Completed’ subtasks will stay completed. If you want them to be re-completed, uncomplete them after moving the task. See How to uncomplete a Task below
  • Any ‘Skipped’ subtasks will stay ‘Skipped’, unless you unskip them
  • Pre-deadline and overdue reminders will send in relation to this new start-date

How to start/send a future Task, Message or Automation right now

Sometimes you wish to depart from the scheduled timing for a Task, Message or Automation, and have it start right away. This can be helpful if a Participant or Supporting Actor asks you about what’s coming next in their Experience, or enquires about information that’s included in an upcoming Message.

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list, select the Task/Message/Automation you’d like to start right away. In the right pane you’ll see a button labeled Start now (for Tasks), Send now (for Messages) or Run now (for Automations).
5. Click this button. Doing so will cause the Task/Message/Automation to move to today.
   • If the scheduled start-time for this item was earlier today, it will start/send/run within the next 10 minutes.
   • If the scheduled start-time for this item is later today, it will start/send/run at that time.
6. The window will update to show you the new dates of the item you moved.
7. When you’ve finished making changes, click Save changes.

How to resend a Task or Message

It can sometimes be helpful to resend a Message or initial notification for a Task that has already started. For instance, if you have changed a Supporting Actor for a particular Participant, you might want to resend any previous Messages so they have the full context of the Experience.

Resending a Task or Message will resend only to the assignee, not anyone set to receive a copy.

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list, select the Task/Message you’d like to resend. Its details open in the right pane, including a Resend section.

5. In Resend, choose the channel to resend through (for example Personal Email), or choose All channels. Resending takes effect straight away, so there’s no need to click Save changes. When the item has successfully resent, you will see a green notification on screen.

How to uncomplete a Task that’s already been completed

If a Task or some of its subtasks have been completed incorrectly, you can mark them as uncomplete and give the assignee another chance to complete them.

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list, select the Task you’d like to uncomplete. In the right pane you’ll see buttons labelled Uncomplete for the overall task, and for individual subtasks.
   1. If you want to uncomplete the entire task, click the button at the top
   2. If you only need to uncomplete a few subtasks, click the buttons next to each subtask
5. Once you've click the button, the status for the subtasks and task will update to show a ‘To Do’, ‘Upcoming’ or ‘Overdue’ status for this item.
6. When you’ve finished making changes, click Save changes.

How to re-run an Automation

Automations can add employees to calendar events, create service desk tickets, enroll employees in learning paths, add them to channels and groups, and more.

If something went wrong with the first run of an Automation, it’s easy to trigger the Automation to run again.

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list. Select the Automation and move it to tomorrow (see instructions above), which will automatically reset it.
5. Save your changes by clicking Save changes.
6. If tomorrow is too late, follow the instructions to run an item right now, then save your changes by clicking Save changes.

How to skip or unskip a Task, Message or Automation

Sometimes, a Task, Message or Automation will not be relevant for a particular Participant. It’s easy to remove that item from just that Participant’s Experience by ‘skipping’ it. A ‘skipped’ Task or Message will not be sent out, and will not appear in the Participant or Supporting Actor’s personal view webpage. A ‘skipped’ Automation will not run for that Participant’s Experience.

If you later decide that this Task, Message or Automation should be included in the Participant’s Experience it’s just as easy to add it back in, by ‘unskipping’ it.

To skip an item

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list, select the Task/Message/Automation you’d like to skip. In the Manage section of the right pane, click Skip. If you’ve selected more than one item, the button reads Skip all.
5. The window will update to show a ‘Skipped’ status for the item(s).
6. When you’ve finished making changes, click Save changes.

To unskip an item

1. Go to the Experience you wish to change, and scroll down to the Participants table.
2. Click the Participant whose Experience you want to change.
3. This opens the Individual Experience window. Any changes you make here will only affect this Individual Experience, for this Participant. It won’t change anything in the permanent data Dado holds on this Participant.
4. Scroll down past the timeline to see the Timeline items list, select the skipped item. In the Manage section of the right pane, click Unskip.
5. When you’ve finished making changes, click Save changes.

To skip or unskip just one subtask

Select the Task and, in the Subtasks section of the right pane, click Skip or Unskip next to that subtask. Then click Save changes.

Other changes to a Participant’s Experience

It’s also possible to make other changes that affect just one Participant:

• Change their Manager or another Supporting Actor
• Change their start-date (or another milestone in their Experience)