Tasks - Beta

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  1. Key Benefits of 'Tasks'
  2. What's Included in the First Release
  3. How to Create a Task
  4. 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 Platinum, 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 in the First Release

  • 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, 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

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, 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 

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Upcoming Enhancements

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

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