The CoachAccountable Blog

What's new with the CA platform, tutorials on using it, and customer spotlights.

Course Action Projects

Courses within CoachAccountable allow a coach to design a timeline progression of materials and assignments, to be delivered automatically according to the schedule to course participants.

Among items that can be delivered are Actions: assignments of what to do and by when, plus helpful reminders, e.g. “Read Chapter 3 of the Workbook, due 2 days from now at 5:00pm with a text reminder to be sent 24 hours prior to the deadline”.

Action Projects are a way to group separate Actions as contributing steps to the overarching goal or milestone.  With their progress meter and summary display they do a great job of visually organizing the bigger picture of tasks which your clients are undertaking.

You can now bake project structure right into your Course Actions, and CA will do the work of creating those Action Projects for your course participants.

Here’s what the setup looks like on the Course builder:

Action assignments in your courses can be freestanding or part of a project.

Action assignments in your courses can be freestanding or part of a project.

Just type in the name of the project that a given Action should be filed under, and assign a weight (i.e. a value of how big or important is this action relative to others in the project) and CA handles the rest.  A given Course could entail Actions which fall under multiple projects, or all under the same one.  When typing in a project name, CoachAccountable suggests Action Project names which you’ve used elsewhere in your course so that it’s easy to ensure that they all line up.

As a Course with Action Projects progresses, those projects are automatically created and tucked away in your participant’s Actions tab:

The weights set originally in the Course builder determine how much of the progress meter gets filled as Actions are marked done.

The weights set originally in the Course builder determine how much of the progress meter gets filled as Actions are marked done.

When you’ve got big, complex courses whose Action assignments logically build towards one or more overall fronts, partitioning them off into Action Projects is a fantastic way to organize the experience for your participants.

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