Tasks

1. Key Benefits of 'Tasks'
2. What's Included in the First Release
3. How to Create a Task
4. Task Insights
5. Upcoming Enhancements

We're thrilled to introduce the 'Tasks' feature, a new addition to the ABC Glofox platform designed to streamline your fitness business operations and enhance team productivity. We're excited to offer this initial release, with more enhancements on the horizon.

Note: this feature will be for Boost and Elite customers only. All role types can create and mark tasks as complete.

Key Benefits of 'Tasks'

• Simplified Task Management: Create tasks with ease and set due dates to stay on top of your lead and client management. 'Tasks' is your go-to tool for organizing and monitoring your daily operations, ensuring nothing falls through the cracks.
• Boost Staff Accountability: With the ability to create tasks and track completion, 'Tasks' empowers you to maintain team accountability. Ensure that every task is completed on time, fostering a culture of responsibility and efficiency within your staff.

What's Included

• Task Overview Page: Access and manage your tasks with ease, providing a clear overview of what needs attention.
• Flexible Task Creation: Add new tasks, categorize them, include detailed notes, add a lead/client, assign to a staff member and set deadlines to ensure timely completion.
• Completion Tracking: Mark tasks as 'done' to track progress and maintain accountability across your team.

How to Create a Task

Manual tasks

Creating a task is simple. Follow these steps to get started:

• Navigate to Home > Tasks on the Dashboard.
• Click on 'Add a task'
• Enter the task name, select the task type (Call, Email, SMS, To-do), add a lead or client, assign a staff member, due date and notes. 
• Save the task and view it on the task overview page.
• Once completed, mark the task as done.
• The completed tasks will be sorted into the 'Done' column. 
• Once created, the Task can also be edited, if the due date or notes need to change for example 

Automated tasks

Tasks can also be automatically created when added as a step to Amplify automated workflows. To do this:

• Navigate to Connect > Messages > Automated messages
• Open an automated workflow
• Click on "Add new step"
• Select "Task"
• Specify the task details:
  • When you want the task to be created
  • Task name
  • Task type
  • Notes (optional)
• Once configured, click "Add to workflow"

You will then see the new task step added to the workflow, at which point it can be enabled or disabled, and clicked to edit its configuration.

The task will then be automatically created and added to the list in Home > Tasks when the configured conditions are met (in the example above, a task will be created 3 days after a new lead is registered).

In the Tasks list, you can easily identify these tasks as the "Created by" column, instead of a staff member, will specify which workflow created it (in the example below, "New leads"):

Note: Amplify access is required to use automated tasks. You can learn more about Amplify here.

Task Insights

Key Features:

Tasks Insights Tabs

The Insights section is broken down into separate tabs:

• Tasks Overview
• Email Tasks
• SMS Tasks
• Call Tasks
• To-do Tasks

Tasks Overview

Staff Performance Table

Upcoming Enhancements

Stay tuned for future updates including follow-up tasks - enabling even more detailed task management and visibility.