Mentor

1. Overview

Mentoring in Bsharp Converse allows users to create, assign, and track mentoring tasks to help individuals or teams learn new skills or improve existing ones. Mentors can assign tasks, monitor progress, add feedback, and manage mentoring sessions using categories, skills, sub-skills, due dates, and AI Copilot support.

2. When to Use

When you want to guide team members in learning a new skill or improving an existing skill.
When mentors need to assign structured tasks with timelines and tracking.
When managers or trainers want visibility into mentoring progress and outcomes.
When mentoring sessions need to be reused using templates.

3. Concepts

Mentor – The user who creates and assigns mentoring tasks.
Assignee – The user who receives and completes the mentoring task.
Observer – A user added to monitor the mentoring task without performing it.
Tasks – Action items created as part of a mentoring session.
Sub Tasks – Smaller steps added under a task.
Categories – High-level classification of the mentoring topic.
Skills and Sub-Skills – Skill mapping used to track learning focus.
Session Status – The current state of a mentoring task (Unread, In Progress, Completed, Dropped, Overdue).
Templates – Saved mentoring sessions that can be reused.

4. Set Up Guide

Create Categories, Skills, and Sub-Skills (Optional Setup)

Click the settings icon on the top-right of the Mentor page.
Click Add Category to create mentoring categories.
Click Add Skill to create skills.
Add Sub-Skills under the selected skill as required.

Create a Mentoring Session

Click + Create on the Mentor page.
The Create Mentorship page opens.

Assign Users

Select Assignee to choose one or more users who will receive the task.
Select Observer to add users who should monitor the task.

Add Tasks

Enter the Title and Description manually
or
Click Copilot under Tasks.
Enter a topic (for example: I want to learn about Canva).
Click the arrow icon to generate tasks.
After tasks are generated, choose one of the following options:
a. Insert tasks – Adds the generated tasks to the mentorship.
b. Discard – Removes the generated tasks.
c. Try again – Regenerates tasks for the same topic.

Manage Tasks

Edit generated tasks if required.
Add tasks manually if needed.
Add Sub Tasks using Add Sub task.
Delete tasks or sub-tasks if required.

Add Classification and Due Date

Select Category.
Select Skill and Sub Skill.
Select Company Value.
Set the Due Date.

Save or Create

Choose one of the following options:

Cancel – Discards the session.
Save Draft – Saves the session to complete later.
Create – Creates and assigns the mentoring task.

Enable Save as template if the session should be reused.

5. User View

Assigned users see the mentoring task under the Received tab.
Mentors see created tasks under the Sent tab.
Observers see tasks under Shared with me.
Task cards display title, description, tags, created date, due date, and status.

6. Reporting

Mentoring progress is visible directly within the Mentor module using session status and filters. Mentors can track task states such as Unread, In Progress, Completed, Dropped, and Overdue from the Sent tab.

7. Best Practices

Use clear titles and descriptions for mentoring tasks.
Assign realistic due dates.
Use templates for repeated mentoring scenarios.
Map tasks to skills and sub-skills for better tracking.
Review overdue and dropped sessions regularly.

Q: What happens when a task is marked as Skill Acquired?
A: The mentoring session is considered completed.

Q: What does Dropped mean?
A: The mentor has ended the mentoring session.

9. Version Notes

Last Updated: 16 Jan 2026

Revision #1
Created 16 January 2026 06:49:18 by Manjula Jagadish
Updated 16 January 2026 13:00:44 by Manjula Jagadish