---
title: "Add tasks to a Totara goal"
slug: "add-tasks-to-a-totara-goal"
updated: 2026-08-13T16:01:31Z
published: 2026-08-13T16:01:31Z
canonical: "totara.help/add-tasks-to-a-totara-goal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://totara.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Add tasks to a Totara goal

When setting up [Totara goals](/totara-20/docs/what-are-goals), you can break each goal down into smaller, more manageable steps, which are called tasks. Tasks should be discrete, clear tasks that contribute to the broader goal. As tasks can be related to training, you can link each task to an individual course in the system.

Note that managers with the **Create/delete/edit a goal for another user** (**perform/goal:managepersonalgoals**) capability can also create, edit, update, and delete tasks for their team members' goals.

## Create a task

To add a new task to one of your own goals, follow these steps:

1. Navigate to *Develop > Goals*, then click the name of the goal for which you'd like to add tasks.
2. Under the **Tasks** tab, type a description of the required task in the text field.
3. Click **Save**.
4. Repeat to add as many tasks as required.

![Viewing the Tasks tab for a goal.](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1709292906026.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)

### Add a course to a task

Many goals (and their associated tasks) will involve the user completing related learning. Tasks allow you to seamlessly integrate your site's learning content into Totara goals, with convenient access to the required course(s) from within the goals interface.

Note that only one course can be added per task, so if you want to add multiple courses to a goal you will need to create a separate task for each one.

To add a course to a task, follow these steps:

1. While adding a new task or editing a task, click **Add course**.
2. Browse for the course you want to add (optionally using the search bar and filters) and select the relevant course for the task.
3. Click **Add**.
4. Optionally add a description for the task. Note that a task with a linked course does not require a description.
5. Click **Save**.

As with managing tasks, managers with the **Create/delete/edit a goal for another user** (**perform/goal:managepersonalgoals**) capability can also add courses to their team members' goals. Note that the courses available to select will be those that are visible to the manager, and may not be available to the team member.

## Edit a task

To edit an existing task on one of your own goals, follow these steps:

1. Navigate to *Develop > Goals*, then click the name of the goal containing the task you wish to edit.
2. Click the icon of three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1709293303995.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)) next to the task you wish to edit.
3. Click **Edit**.
4. Make the required changes, then click **Save**.

![Selecting a task to edit.](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1709293015015.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)

### Remove or replace a linked course

While editing a task, you can remove or replace a linked course by following these steps:

1. Click the cross icon (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1709293564411.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)) on the course card to remove it.
2. You can then click **Add course** to select a new course for the task.

## Delete a task

To delete an existing task on one of your goals, follow these steps:

1. Navigate to *Develop > Goals*, then click the name of the goal containing the task you wish to delete.
2. Click the icon of three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1709293303995.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D) ) next to the task you wish to delete.
3. Click **Delete**.

## Mark a task as complete or incomplete

Users can mark individual tasks as complete or incomplete regardless of the status of the overall goal.

To mark a task as complete (or incomplete), follow these steps:

1. Navigate to *Develop > Goals*, then click the name of the goal containing the tasks you wish to update.
2. Click on the checkbox next to a task to mark it as complete.
3. You can click the checkbox again to untick it.

When the task is marked as complete it will be greyed out with a line through the text.

Tasks do not contribute to the goal's progress, which must be updated separately. Also note that marking a task as complete or incomplete will not affect the completion of a linked course. Likewise, the task will not be automatically marked as complete when the user completes the linked course.

![A Totara goal with multiple completed goals.](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1715689789161.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)

![Course badge](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/course-badge_goals.svg?sv=2026-02-06&spr=https&st=2026-11-01T13%3A48%3A07Z&se=2026-11-01T14%3A48%3A07Z&sr=c&sp=r&sig=360y83nDnpCnQmmFm%2FSNlJwrsY1bAeG2e2W6T8jUSOc%3D)Why not visit the Totara Academy for our latest course on [Goals](https://totara.community/mod/page/view.php?id=23390) in Totara Perform. Here you can learn more on how to use goals, see best practice, and give it a go yourself.

Join the [Totara Community](https://totara.community/) for more resources to help you get the most out of Totara.

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