MaestroQA ✨

To-Do's allow coaches and agents to create goals within Maestro and establish clear takeaways in and outside of coaching sessions. With To-Do's, coaches can:

Assign agents learning modules like Empathy Training, Shortening AHT, and Greeting Training through Lessonly or Guru 

Create follow-up action items for an Agent to work on after a Coaching Session to drive accountability and alignment

Give agents tasks outside of coaching sessions for continuous improvement

Allow agents to create their own To-Do's with individual goals

- Assign agents learning modules like Empathy Training, Shortening AHT, and Greeting Training through Lessonly or Guru 
- Create follow-up action items for an Agent to work on after a Coaching Session to drive accountability and alignment
- Give agents tasks outside of coaching sessions for continuous improvement
- Allow agents to create their own To-Do's with individual goals

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Click “New To-do” from either the Coaching Tab or from within a Coaching Session

If you are using a <a href="https://help.maestroqa.com/en/articles/3206917-lessonly-integration">Lessonly</a> or <a href="https://help.maestroqa.com/en/articles/3469555-guru-integration">Guru</a> module, you can select them under “type” and select the assignment you want to add to the To-Do

Create a description using text or <a href="https://help.maestroqa.com/en/articles/5599670-how-to-create-and-edit-macros">macros</a>, and select the checkbox if you want the agent to be able to edit the To-Do

NEW! You can set up notifications and reminders that will be pushed to your agents via email or Slack that a To-Do has been created for them, and add due dates you want agents to complete them by

On the right side of the To-Do screen, you will have the option to add the To-Do to coaching. If you created the To-Do from inside of a coaching session, it will automatically be added to the session you’re in. To-Dos can be applied to multiple coaching sessions, but are not required to be associated with any

When the To-Do is done, mark it as “Complete”. Agents can only mark a To-Do as complete if they are allowed to edit the To-Do

1. Click “New To-do” from either the Coaching Tab or from within a Coaching Session 
2. If you are using a <a href="https://help.maestroqa.com/en/articles/3206917-lessonly-integration">Lessonly</a> or <a href="https://help.maestroqa.com/en/articles/3469555-guru-integration">Guru</a> module, you can select them under “type” and select the assignment you want to add to the To-Do 
3. Create a description using text or <a href="https://help.maestroqa.com/en/articles/5599670-how-to-create-and-edit-macros">macros</a>, and select the checkbox if you want the agent to be able to edit the To-Do
4. NEW! You can set up notifications and reminders that will be pushed to your agents via email or Slack that a To-Do has been created for them, and add due dates you want agents to complete them by
5. On the right side of the To-Do screen, you will have the option to add the To-Do to coaching. If you created the To-Do from inside of a coaching session, it will automatically be added to the session you’re in. To-Dos can be applied to multiple coaching sessions, but are not required to be associated with any
6. When the To-Do is done, mark it as “Complete”. Agents can only mark a To-Do as complete if they are allowed to edit the To-Do

✍ Note: Coaches can only edit To-Do's that are created by an Agent if the Agent gives them access

How to Create To-Do's