Who can do this: All Cloverleaf users. Assigning a topic to someone else requires manager or admin access.

A Coaching Topic is anything you want ongoing coaching on: a goal, a relationship, a subject, or something you're working through. Unlike the earlier Coaching Focus, a topic has no length to choose and no end date. It runs until you complete it, cancel it, or tell Cloverleaf at a check-in that you're ready to move on.
​

You can run more than one topic at a time. Cloverleaf pulls from all of them together, so a single insight can draw on more than one topic instead of each one delivering separately.
​

Screenshot: The Coaching page with the Manage topics panel open, showing color-coded topics.

Find Coaching in your left-side navigation menu, directly under Assessments. Open Manage topics, then select Add new topic.
​

You'll move through three steps:

Once you confirm, you'll see a Coaching ready card letting you know when your first insight arrives and where.

Cloverleaf builds your coaching a few insights at a time, based on how you respond, not on a fixed schedule set in advance. Marking an insight helpful, answering its question, or skipping it all shape what comes next.
​

There's nothing to configure here. Using your coaching is how you steer it.

Decision point: If you've never set up a Coaching Topic, you'll still receive general coaching so you're not left without anything. Once you add a topic, your coaching is built around it.

Delivery timing applies across all of your topics at once. Open Coaching settings from the header and choose one:
​

Coaching still arrives through Email, Slack, or Teams, based on your existing channel settings.

The Manage topics panel lists every active topic in one place: its color, the people it names, its status, and a ⋯ menu for each one.
​

There's no separate page per topic anymore. Instead, every insight in your feed is tagged with the topic (or topics) that shaped it, so you can see what's driving each one.
​

Select ⋯ → Update topic next to any topic. Describe what should change in the box provided, then select Update.
​

Cloverleaf applies the change directly. There's no back-and-forth conversation. It takes about a minute.
​
​

The Coaching page itself is your history. Every insight you've been sent shows up there, across every topic, and you can filter by date range or by topic. There's no digging through email or Slack to reconstruct what you were told.
​

This is different from Coaching History in the menu, which stores your saved Discover and Role Play conversations, not the coaching sent to you.

If you're a manager or admin, you can put a topic in front of someone else. Select Assign new topic from the same Manage topics panel used for your own coaching.

The Assigned topics tab shows who has accepted, who's pending, and who has declined. A topic assigned to you shows up in your own list labeled Assigned by [name].

At the point your topic seems worth reassessing, you'll see a check-in asking whether you want to keep going.
​
From there, choose Keep going or I'm ready to wrap this up. If you're ready to move on, you're asked whether you'd rather keep coaching on the same topic from a different angle or shift to something new.

You can also select Complete or Cancel at any time from the ⋯ menu next to a topic.