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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.
  2. Select the client to whom you want to assign the Task.
  3. Open the Client Toolkit.

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.
  2. In the assignment modal, select Task as the assignment type.

Step 4: Select the Task

  1. Choose the desired Task from the dropdown menu populated from your organization’s Identity Arc library.
  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.

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.

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.

 

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.

 

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.


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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.”