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Task lists give you a structured way to guide members through multi-step processes — onboarding checklists, document submissions, training steps, and more. Each task list contains individual tasks that members complete at their own pace, and you can monitor progress across your entire community from the admin dashboard.

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Key concepts

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Task types

Each task in a list has a type that determines what the member submits: For text, long text, and file tasks, you can turn on Approval required. The task is not counted as complete until an admin reviews and approves the submission.

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Creating and assigning a task list

1

Create a task list

Go to Task Lists in the admin dashboard and click New task list. Give it a title — for example, “Onboarding Checklist” or “Program Documents.”
2

Add a description (optional)

Below the title, add a description that explains the purpose of the task list, what members should expect, or any prerequisites. The description is shown to members at the top of the task list in their dashboard, so use it for context that applies to the whole list rather than to a specific task.You can edit the description inline at any time — hover over the description area and start typing. Changes are saved automatically.
3

Add tasks

Inside the task list, click Add task. Set the title, choose a type, and optionally add a description with instructions for the member. Enable Approval required if you want to review the submission before it counts as complete. Set an optional due date.Drag tasks to reorder them.
4

Assign to members

To assign the task list to individual members, open the task list and click Assign. Search for members by name and confirm the assignment. Each member receives a notification that a new task list has been assigned to them.To assign to a team, navigate to the team’s page, open the Tasks tab, and add the task list there.
5

Track completion

From the task list view, you can see each member’s progress: how many tasks they have completed, how many are outstanding, and how many are waiting for your approval.

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Linking a task list to a program

When you link a task list to a program, Campground automatically assigns it to every member whose application is accepted — including members you add in bulk. To link a task list to a program:
  1. Open the program in your admin dashboard.
  2. Navigate to the Task Lists tab.
  3. Select the task list you want to auto-assign.
From that point on, any accepted applicant for that program will have the task list appear in their member dashboard automatically. If a member later leaves the program, their program-linked assignments are removed, but any task lists you assigned to them manually remain.
Use program-linked task lists for things every cohort member must complete (such as signing a participation agreement or completing a profile), and manual assignments for one-off requests that apply to specific individuals.

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Approving submitted work

When a task has Approval required enabled, a member’s submission puts the task into an awaiting-approval state. As an admin, you will see the pending review in the task list’s submissions view. From there you can:
  • Approve the submission — the task is marked complete and the member is notified.
  • Request revision — the task is sent back to the member with your feedback, and they can resubmit.

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Organizing task lists with folders

If you have many task lists, use folders to keep them organized. You can assign a task list to a folder when creating or editing it. Folders appear in the left panel of the Task Lists page and let you filter the list to a specific category.
Members only see task lists that have been assigned to them. They cannot browse task lists that are not assigned to their profile or team.