To-Do List Widget Configuration

Overview

The To-Do List widget displays upcoming tasks and activities that require a user's attention. Unlike other widgets that show general content, the To-Do List is highly configurable—you can choose exactly which types of activities appear, helping users focus on what matters most.

By customising the To-Do List settings, you can create focused experiences: a learning-only To-Do List, a meetings-focused list, or a comprehensive view of all upcoming activities.

Functionality Breakdown

Configurable Content Types

The To-Do List widget can display any combination of the following activity types:

Each content type can be independently enabled or disabled.

Time Range Options

Control how far into the future the widget looks:

💡 Tip: A shorter time range keeps the list focused and manageable. Consider using 7 or 14 days for busy users.

Display Behaviour

Pre-requisites

To configure the To-Do List widget:

• You must have edit access to the Dashboard

• Relevant features must be enabled (Events, 1:1s, Surveys) for those content types to appear as options

Role Requirements

Feature Requirements

Quick Start Guide

Adding a To-Do List Widget

1. Navigate to your Dashboard and click Add Widget

2. Search for or select To-Do List from the Learn category

3. Configure the widget name (optional—defaults to "To-Do List")

4. Set the time range for how far ahead to look

5. Select which content types to include:

   • ☑️ Tasks

   • ☑️ Tasked Learnlists

   • ☑️ Tasked Carousels

   • ☑️ Events

   • ☑️ 1:1 Meetings

   • ☑️ Surveys

6. Click Add Widget

Creating a Learning-Focused To-Do List

For a Dashboard focused on learning progress:

1. Add a To-Do List widget

2. Enable only:

   • ☑️ Tasks

   • ☑️ Tasked Learnlists

   • ☑️ Tasked Carousels

3. Disable:

   • ☐ Events

   • ☐ 1:1 Meetings

   • ☐ Surveys

4. Set time range to 30 days

5. Save the widget

Creating a Meetings and Events To-Do List

For a Dashboard focused on upcoming commitments:

1. Add a To-Do List widget

2. Enable only:

   • ☑️ Events

   • ☑️ 1:1 Meetings

3. Disable:

   • ☐ Tasks

   • ☐ Tasked Learnlists

   • ☐ Tasked Carousels

   • ☐ Surveys

4. Set time range to 14 days

5. Name it "Upcoming Commitments"

6. Save the widget

Multiple To-Do Lists on One Dashboard

You can add multiple To-Do List widgets with different configurations:

1. Add a To-Do List for Learning (tasks, learnlists, channels)

2. Add a second To-Do List for Meetings (events, 1:1s)

3. Position them side by side or stacked

This gives users a clear view of different activity categories.

Best Practices

Recommended Configurations by Dashboard Type

Content Type Considerations

FAQs

Q: Why doesn't my To-Do List show assigned Channels?
Channels appear in the To-Do List only when they're "Tasked Carousels" (assigned with deadlines). Regular visible Channels don't appear here—use the Assigned Channels widget instead.

Q: What's the difference between Tasks and Tasked Learnlists?
Tasks are individual content assignments. Tasked Learnlists are entire learning pathways assigned as a single task. Both have deadlines but are tracked differently.

Q: Why isn't the 1:1 Meetings option showing?
The 1:1 feature must be enabled for your organisation. If it's not enabled, the option won't appear in the widget configuration.

Q: Can I show overdue items in the To-Do List?
Yes, overdue items are included by default and typically appear at the top of the list. The time range setting only affects future items.

Q: Why does my To-Do List show "No upcoming activities"?
This means the user has no pending activities within the configured time range for the enabled content types. This is actually good news—they're up to date!

Q: Can learners customise their own To-Do List?
No. The widget configuration is set by administrators. Learners see the list as configured but cannot change which content types appear.

Troubleshooting