• Documentation
  • Introduction
    • The member journey
  • Training
    • Create a program
    • Courses and sections
    • Lessons, media and publication
    • Milestones and paths
    • Tasks and deliverables
    • Cohorts and groups
  • Student & Community
    • Joining a school
    • Learning and resuming
    • Submitting and revising work
    • Calendar and lives
    • Spaces and questions
    • Reading progress
  • Coaching
    • Roles and assignments
    • Member context and work queue
    • Reviews and feedback
    • Sessions and interventions
    • Cohort cockpit and live operations
  • Leads & Qualification
    • People, leads and applications
    • Contacts and import
    • Qualification forms
    • Application triage
  • Setting & Booking
    • Setter scope
    • Sales availability
    • Share a booking link
    • Prospect booking
    • Agenda and booking management
    • Prepare a call and share its meeting link
  • Closing, Offers & Payments
    • Closer scope
    • Compose an offer
    • Share a nominal payment link
    • Buyer checkout and access
    • Instalments
    • Offline payment
    • Track payment and access failures
    • Stripe school account
  • Administration & Integrations
    • Organization roles and domains
    • API keys and tenant binding
    • Webhooks
    • Payment setup
  • API quickstart
  • API reference
    • Connect with MCP
    • Enrollments
      • GETGet the enrollment timeline
      • GETGet the coaching briefing
      • POSTPause an enrollment
      • POSTResume an enrollment
      • POSTExtend a deadline
      • POSTTransfer an enrollment
      • POSTClose an enrollment
      • POSTSubmit an outcome measure
      • GETList outcome measures
      • GETList deadline extensions
      • DELETECancel a deadline extension
      • GETList enrollments
      • POSTEnroll a person
    • Cohorts
      • GETGet the cohort cockpit
      • GETList the enrollments behind a cockpit signal
      • PATCHConfigure a cohort
      • POSTMove a cohort to another phase
      • POSTCreate a cohort
      • POSTChange a cohort's status
    • Coaching sessions
      • GETList coaching sessions
      • GETGet a coaching session
      • POSTRecord a coaching session
      • POSTAppend coaching session entries
    • Interventions
      • GETList interventions
      • POSTPlan an intervention
      • POSTClose an intervention
    • Live sessions
      • PATCHRecord live attendance
      • GETList live attendance
      • GETRead one enrollment's attendance
      • GETList live sessions
      • POSTSchedule a live session
      • PATCHUpdate a live session
      • POSTCancel a live session
      • GETGet live session
    • Programs
      • GETList programs
      • POSTCreate a program
      • GETRead a program
      • PATCHUpdate a program
      • POSTArchive a program
      • POSTRestore a program
    • Courses
      • GETList the courses of a program
      • POSTCreate a course
      • PATCHUpdate a course
      • POSTRename a course
      • POSTArchive a course
      • POSTReorder the courses of a program
      • POSTUpload a course cover
    • Sections
      • GETList the sections of a course
      • POSTCreate a section
      • POSTRename a section
      • POSTDissolve a section
      • POSTReorder the sections of a course
      • POSTMove a lesson into a section
      • DELETETake a lesson out of its section
    • Lessons
      • GETList the lessons of a program
      • POSTCreate a lesson
      • GETRead a lesson
      • PATCHUpdate a lesson
      • POSTPublish a lesson
      • POSTArchive a lesson
      • POSTMove a lesson to another course
      • POSTReorder the lessons of a program
      • POSTAttach a resource
      • DELETEDetach a resource
      • POSTReorder the resources of a lesson
      • POSTUpload a lesson resource
      • POSTUpload a lesson video
      • GETRead a lesson by its identifier
      • PATCHUpdate a lesson by its identifier
      • GETRead the discussion of a lesson
      • POSTComment on a lesson
    • Milestones
      • GETList the milestones of a program
      • POSTCreate a milestone
      • PATCHUpdate a milestone
      • POSTArchive a milestone
      • POSTReorder the milestones of a program
      • GETList the contributions of a milestone
      • POSTAttach a contribution
      • DELETEDetach a contribution
    • People
      • POSTImport people
      • POSTLink a duplicate person
      • DELETEUnlink a duplicate person
    • Delivery analytics
      • GETGet delivery analytics
    • Sales availability
      • GETRead sales availability
      • GETPreview sales slots
      • PUTReplace sales availability
      • GETList eligible sales closers
    • Community
      • POSTUpload an attachment
      • POSTAttach to a thread
      • POSTCreate a space
      • POSTPost a thread
      • POSTReply to a thread
      • POSTLink a thread
      • GETList spaces
      • GETRead a thread
      • GETSearch the community
    • Offer payments
      • POSTPause automatic charging
      • DELETEResume automatic charging
      • POSTCharge an instalment now
      • GETGet collections dashboard
    • Member tasks
      • POSTCreate a member task
      • GETList the tasks of a milestone
      • PUTUpdate a member task
      • POSTArchive a member task
      • POSTReorder the tasks of a milestone
      • GETRead a task
      • GETList program tasks
    • Deliverables
      • POSTCreate a deliverable
      • GETList the deliverables of a task
      • GETGet a deliverable
      • PUTUpdate a deliverable
      • POSTArchive a deliverable
    • Groups
      • GETList groups
      • POSTCreate a group
      • GETGet a group
      • PATCHUpdate a group
      • POSTAdd a Group membership
      • DELETERemove a Group membership
    • Paths
      • GETList program paths
      • POSTCreate a path
      • GETGet a path
      • PATCHVersion or promote a path
    • Webhooks
      • GETList webhook subscriptions
      • POSTCreate a webhook subscription
      • GETGet a webhook subscription
      • PATCHUpdate a webhook subscription
      • DELETEDelete a webhook subscription
      • POSTVerify a webhook subscription
      • POSTRotate a webhook secret
      • POSTPause or reactivate a webhook subscription
      • GETList webhook deliveries
      • GETGet a webhook delivery
      • POSTReplay a webhook delivery
    • Media
      • GETList media
      • POSTUpload a media
      • PATCHRename a media
      • DELETEDelete a media
    • Bookings
      • GETList the open slots of a booking link
      • POSTSave a booking lead
      • POSTBook a call for a prospect
      • GETGet booking details
      • GETList bookings
      • GETGet booking
      • PATCHUpdate booking details
      • GETGet booking agenda
      • GETGet closer meeting link
      • GETList person bookings
      • PUTSet closer meeting link
      • GETList booking links
      • POSTSend a booking email
      • GETRead booking follow-up
      • POSTCreate booking link
      • GETGet booking link
      • PUTRecord booking attendance
      • GETRead booking reminder settings
      • PATCHUpdate booking link
      • POSTReschedule booking
      • PUTSet booking reminder settings
      • POSTCancel booking
      • GETList booking reassignment candidates
      • POSTReassign booking
      • GETList booking reschedule slots
      • GETList booking reassignment slots
    • My learning
      • GETList my enrollments
      • GETGet my learning context
      • GETList my lessons
      • GETGet one of my lessons
      • GETList my agenda
      • GETGet my lesson note
      • PUTSave my lesson note
      • DELETEDelete my lesson note
      • GETList my lesson notes
      • GETGet my lesson's agent section
      • GETList my tasks
      • GETRead my submission
      • POSTOpen my submission draft
      • PUTSave my submission draft
      • POSTSubmit my work
      • POSTResubmit my work
    • Forms
      • GETList forms
      • POSTCreate a form
      • GETGet a form
      • PATCHUpdate form identity
      • DELETEDelete a form
      • PUTSave form definition
      • PUTSet form theme
      • PUTSet form qualification
      • PUTSet submission mode
      • PUTOpen or close a form
      • POSTPublish a form
      • POSTUnpublish a form
      • GETList form responses
      • GETGet a form response
      • GETRead form statistics
      • POSTRetry response qualification
      • GETRead form definition
      • GETRead form theme
      • GETRead form qualification
      • GETRead form submission-settings
      • GETRead form identity fields
      • PUTSet form identity fields
    • Calendar connections
      • GETList calendar connections
      • GETRead a calendar connection
      • POSTRequest calendar consent
      • GETList writable calendars
      • PUTSelect a calendar
      • DELETEDisconnect a calendar
    • Offers
      • GETList offers
      • POSTCreate an offer
      • GETGet an offer
      • PATCHUpdate an offer
      • GETGet composer options
    • Responsibilities
      • GETList responsibilities
      • POSTAssign a responsibility
      • DELETERemove a responsibility
    • Submission reviews
      • GETList submission reviews
      • GETRead a submission review
      • POSTTake a submission in review
      • POSTDecide a submission review
    • Closers
      • GETList closer invitations
      • POSTInvite a closer
      • POSTResend a closer invitation
      • DELETECancel a closer invitation
      • GETRead commercial responsibility
      • PUTAssign commercial responsibility
      • GETRead my sales availability
      • PUTUpdate my sales availability
      • GETRead my closer setup
    • Personal preparation
      • GETRead my work profile
      • PATCHUpdate my work profile
      • GETRead my preparation
    • Video library
      • GETList video resources
      • GETGet a video resource
      • POSTPublish a video resource
      • PATCHUpdate a video resource
      • POSTUnpublish a video resource
      • POSTRepublish a video resource
    • Video questions
      • POSTAsk a question
      • GETList my questions
      • GETGet my question
      • GETList received questions
      • PATCHAssign a question
      • POSTAnswer a question
      • POSTCancel a question
  1. Documentation
  2. Training
  3. Tasks and deliverables
HomeBlogDocumentationPricingContact

Tasks and deliverables

PreviousMilestones and pathsNextCohorts and groups
On this page
Request a working agent demoWhen the expected work changes

A member task tells each member what to do. Its optional deliverable defines what to hand in and who should review it. The member's submission is a separate, individual response; a revision is another submission version. An owner/admin authors the task and deliverable. A task can sit in a milestone, or stand under Other actions without one.

DecisionChoicesConsequence
RequirementRequired, recommended, optionalDescribes how much the task matters to the member journey
DeadlineDays after enrollment, one fixed date, or noneChoose one rule; do not set both relative and fixed deadlines
DeliverableNo active deliverable, or one active definitionWithout one, the member can mark the task done; with one, submit the expected evidence
Reviewer roleProgram director, coach, reviewerNames who is expected to review; it does not grant authoring rights
Task stateDraft, published, archivedA draft is hidden; publishing exposes it to eligible members

Request a working agent demo

Write the request. As an owner/admin, open Ship a working agent in Agentic AI Developer and add Submit your agent demo. Ask for a running demo that calls a tool and an explanation of one failure case. Mark it Required. If it should be due after enrollment, choose a relative day offset and leave the fixed date empty. The Create member task contract also supports an unattached task under Other actions.

Define what the member hands in. Add a deliverable accepting a link to the demo, spell out the success criteria and choose an expected reviewer role. Make sure a person with that responsibility is assigned before expecting a review. A task allows at most one active deliverable; Create deliverable lists formats and reviewer roles.

Publish after checking the expectation. Inspect the task's instructions, requirement, deadline and reviewer setup, then publish it. Confirm that it appears under the milestone in an eligible member's journey. A draft task stays hidden even when the program is active. The member submits through the school screen; the assigned reviewer handles review there.

When the expected work changes

If the task does not appear, check its published state and whether its milestone belongs to the member's assigned path version. If the expected file/link shape changes after submissions exist, archive the current deliverable and define a new one rather than rewriting the basis on which earlier work was reviewed.

The Member tasks API and Deliverables API cover authoring. They do not provide an endpoint for a member to submit work or for a reviewer to judge it; those actions currently happen in school screens. Next, organize delivery with an optional cohort or group, or read the member journey to see deadlines and unlocking from the member's side.