[Resolved] Allowing users to choose tasks for themselves and then see on account page

[Author]

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[wandaD]

I am looking to set up a forever-free anti-racism resources site that will contain books, articles, etc. for people to assign to themselves to create a plan and then check them off when completed. I would like them to be able to see both the assigned tasks and the completed tasks on their account/user page.
I've set up the custom post types for Task and Todo List and created a one-to-many relationship between task and todo lists and created some Task posts. I'm not sure how to allow users to choose these tasks/resources. I'm also working on their view on the account page but could use some help on what type of custom field to set up to show what tasks belong to which user.
Would be grateful for any assistance.

[Minesh]

Hello. Thank you for contacting the Toolset support.

I've set up the custom post types for Task and Todo List and created a one-to-many relationship between task and todo lists and created some Task posts.
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Ok

I'm not sure how to allow users to choose these tasks/resources. I'm also working on their view on the account page but could use some help on what type of custom field to set up to show what tasks belong to which user.
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Do you mean that you want to give list of task (those tasks will be created by admin and presented to user on frontend so that user will select his desired task) to loggedin user and from that task list the loggedin user will select the task - is that correct? If yes:
What will be the role of Todo list? who will create Todo list and who will manage this?

[wandaD]

Thanks for your response. Yes, I want to set up the list of tasks as an administrator, present to the user on the frontend, and let the user select his desired task, which would save to his account if he is logged in (would prompt to login if not logged in yet).

I may not need the todo list. When my partner reached out originally to ask if Toolset would work, one of the steps the sales/support said we needed to include was a todo list.

[Jamal]

Hello! Minesh is on vacation, if you don't mind, I'll continue with you on this thread.

I think that you will need a custom post type "Todo list", or as I prefer to name it "MyTasks", this CPT will be in a one-to-many relationship to Tasks(1 Task can have multiple MyTasks).
When a user selects a task, we'll create a "MyTask" post, authored by this user, and related to the parent task. Does it make sense?

So, on the list of tasks(created by admin), we can put a button(select) that will create the "MyTask" post for the current user. Check the last section in this article https://toolset.com/course-lesson/selecting-parent-posts-when-using-forms-to-create-child-items/#creating-forms-when-a-parent-post-is-preselected
When a user already has a "MyTask" post associated with a task, you can put a button that will redirect to his MyTask page.

For guest users(not logged in) put a button that will redirect to the registration page.

Does it make sense? Do you have any questions?

[wandaD]

Thanks for stepping in, Jamal. I want to be able to set up all of the tasks ahead of time as the admin, and then let the users choose which tasks they want to assign to themselves and then complete. The users are not able to create their own tasks - only choose the ones the admin has set up.

[Minesh]

Jamal is on vacation. This is Minesh here and I'll take care of this ticket. Hope this is OK.

There is no native feature to implement such task assignment feature.

Here is the possible different way how you can assign task to user:
- https://toolset.com/forums/topic/how-can-i-assign-a-post-such-as-a-task-to-a-specific-user/

And here is detailed explanation how you can structure the content.
- https://toolset.com/forums/topic/making-a-task-manager-with-notifications/#post-581479

I suggest you should create a custom post type "User Profiles" so this profile should have only one entry per user. You can insert the entry to CPT "User Profiles" when you create user and make the author of this "User Profile" post to the user you just created.

You should also create many-to-many post relationship between post type "User Profiles" and "Tasks". Then you should use the view to list the task on frontend and add Toolset post-relationship Form to connect the User Profile with the task.
=> https://toolset.com/course-lesson/how-to-set-up-post-relationships-in-wordpress/
=> https://toolset.com/course-lesson/front-end-relationship-forms-for-connecting-posts/