--- title: How to Assign a Task to a Client description: Assign a Task to a client in Identity Arc to define actionable steps that support Goals and promote consistent progress and engagement. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-task-to-a-client#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) # How to Assign a Task to a Client ## Learn how to assign a Task to a client within Identity Arc to support day-to-day actions that drive progress toward their Goals and Challenges. ### What this feature does Assigning a **Task** within **Identity Arc** allows service providers to define **day-to-day actions and scheduled activities** that transform Goals into consistent, practical progress. Tasks provide structure, accountability, and routine engagement, ensuring that progress moves from planning into execution. Before assigning a Task, providers are encouraged to consider the client’s daily capacity, schedule, and support needs to ensure that the action is realistic, supportive, and aligned with the client’s real-life context. #### **Who can use this feature** - **Organization Administrators** – Can assign, edit, archive, and monitor Tasks. - **Team Members** – Can assign and manage Tasks for clients assigned to them. - **Interns / Volunteers** – May assign Tasks depending on organizational permissions. - **Law Enforcement / Advocates** – Zero Access to Identity Arc. - **Clients** – Can **view assigned Tasks and any associated notes** through the **client-facing mobile app**, promoting engagement and accountability. ### Before you begin Before assigning a Task, ensure that: - The client has been created in the system. - You have access to the **Identity Arc** feature. - The **Identity Arc library** (Challenges, Goals, and Tasks) has been configured within your organization. - The Task aligns with an existing **Goal** (*recommended for cohesive care planning*). ### How to assign a Task to a client #### **Step 1: Navigate to the client profile** 1. From the left-hand sidebar, click **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-06-17-9753-PM.png?width=266&height=184&name=undefined-Apr-14-2026-04-06-17-9753-PM.png) 2. Select the client to whom you want to assign the Task. 3. Open the **Client Toolkit**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-06-57-3979-PM.png?width=443&height=249&name=undefined-Apr-14-2026-04-06-57-3979-PM.png) #### **Step 2: Access Identity Arc** 1. Within the client profile, click on the **IdentityArc** tab. 2. The **IdentityArc Assignments Dashboard** will display all existing Challenges, Goals, and Tasks for the client. #### **Step 3: Add a new assignment** 1. Click **+ Add Assignment**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-07-58-1713-PM.png?width=186&height=59&name=undefined-Apr-14-2026-04-07-58-1713-PM.png) 2. In the assignment modal, select **Task** as the assignment type. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-08-44-4016-PM.png?width=662&height=172&name=undefined-Apr-14-2026-04-08-44-4016-PM.png) #### **Step 4: Select the Task** 1. Choose the desired Task from the **dropdown menu** populated from your organization’s Identity Arc library. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-08-55-1355-PM.png?width=309&height=208&name=undefined-Apr-14-2026-04-08-55-1355-PM.png) 2. Ensure the selected Task aligns with the client’s Goal whenever possible. #### **Step 5: Define the timeline** 1. **Start Date:** Select the date when the Task becomes active. 2. **End Date (Optional):** Leave this field blank if the Task is ongoing or does not have a fixed completion date. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-09-21-2550-PM.png?width=343&height=61&name=undefined-Apr-14-2026-04-09-21-2550-PM.png) #### **Step 6: Add a note for the client** If your clients have access to the mobile app, you can include a **supportive note** to encourage incremental behavioral changes. These notes may be: - Motivational - Informational - Supportive The note will be **visible to the client within the app**, fostering engagement and clarity. ### **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-09-38-1567-PM.png?width=515&height=126&name=undefined-Apr-14-2026-04-09-38-1567-PM.png)** #### **Step 7: Create the assignment** 1. Click **Create Assignment** to finalize the process. 2. The Task will now appear in the client’s **IdentityArc Assignments Dashboard**, where its status can be monitored. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-09-50-3159-PM.png?width=409&height=98&name=undefined-Apr-14-2026-04-09-50-3159-PM.png) #### **Result** Once assigned: - The Task appears in the **IdentityArc dashboard** within the Client Toolkit. - Service providers can monitor progress and completion status. - The client can **view the Task and any associated notes in the mobile app**, encouraging accountability and engagement. - The Task supports measurable progress toward related Goals and Challenges. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-04-06-57-3979-PM.png?width=443&height=249&name=undefined-Apr-14-2026-04-06-57-3979-PM.png)   #### **Tips / Best Practices** - **Align Tasks with existing Goals** to maintain a cohesive care plan. - **Ensure Tasks are realistic and achievable** based on the client’s capacity. - **Use supportive notes** to motivate and guide clients through the app. - **Regularly review Task progress** to ensure continued relevance. - **Confirm that the Identity Arc library is configured** before assigning Tasks. #### **Related Articles** - [What is Identity Arc?](https://knowledge.cominghome.ai/en/knowledge-base/what-is-identity-arc?hsLang=en) - [How Goals, Tasks, and Challenges Work Together](https://knowledge.cominghome.ai/en/knowledge-base/how-goals-tasks-and-challenges-work-together?hsLang=en) - [How to Assign a Goal to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-goal-to-a-client?hsLang=en) - [How to Assign a Challenge to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-challenge-to-a-client?hsLang=en) --- ### Need more help? If you need assistance assigning Tasks or configuring your Identity Arc library, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”**   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home