Create to-do content

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can assign tasks to your employees that prompts your employees to take action. You can also have the to-do as part of a campaign or trigger additional content once a task is completed. To-dos can also be sent via email.

    Before you begin

    Role required: sn_cd.campaign_manager

    About this task

    For example, an Open Enrollment for Benefits campaign can have tasks that appear as to-dos. These tasks prompt employees to sign up for health care.

    Procedure

    1. Navigate to Content Publishing > Content Library.
    2. Select New or existing content.
    3. Select To-do under the Select the Platform column.
    4. Select Button Complete, E-Signature, Play Video, or View Link.
    5. Fill in the form.
      For more information on each field, see To-do content form.
    6. Select Submit or Save.
      The Schedule Content related list appears. For more information on scheduling your content, see Scheduling the delivery of content.

      If you want your to-do content to be a link you can add to a banner or styled content, see Add or modify links to other content sources.

      To request your content to be translated into a different language, select the Translate content button at the top. This button only appears when the sn_cd.enable_localization_framework_integration system property is activated. For more information, see Properties installed with Content Publishing.