Start here
Assign the first activity
Choose an activity, personalize it, schedule it, and make it available to the client.
Choose from the plan or a conversation
- From an improvement-plan strategy, choose the activity action to open the library.
- From Mail, use the activity picker when an activity belongs naturally in the conversation.
- Review the activity purpose, instructions, and client fit before selecting it.
Personalize the assignment
- 1Adapt the instructions
State what the client should do, why it fits the plan, and what to bring back for review.
- 2Choose timing
Set a one-time due date or use Daily, Weekly, Bi-Weekly, or Monthly recurrence when repeated practice is appropriate.
- 3Approve and send
Approve the individual activity or approve the plan so the assignment appears in the client app.
Review the result
A completed status shows that the client marked the activity complete. An eye or shared status indicates that the client made its content available for provider review.
Keep in mind
An activity template is a starting point. The provider remains responsible for fit, accessibility, safety, instructions, and follow-up.