Tasks are designed to streamline your fitness business operations and enhance team productivity.
Note: this feature is available 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. For tasks with customers associated, easily access their profile directly from the respective task.
- 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.
- Centralized Actions: when completing a task, you can easily perform additional actions, such as logging an interaction on a customer's profile, updating their status to move them along their journey, and creating follow-up tasks.
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 XLerate 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: XLerate access is required to use automated tasks. You can learn more about XLerate here.
Task Insights
Task Insights tabs
The Insights section is broken down into separate tabs:
- Tasks Overview
- Email Tasks
- SMS Tasks
- Call Tasks
- To-do Tasks