Tasks and Task Automation

Tasks are predefined actions or reminders that automate processes within GymMaster or prompt staff to perform specific actions.

• Automated Tasks
• Staff Action Tasks
  • When to Use Staff Action Tasks
  • Staff Task Types
    • Automated Staff Task
    • Manual Staff Task
    • Personal Member Communication Task
    • Staff Task Not in Regard to Members
  • View and Complete Tasks
• Pre-Created Tasks
• Add Task Type
• Frequently Asked Questions

Automated Staff Task

A task that is automatically generated to prompt Staff to perform an action.
For instance, if a member’s account becomes overdue by a set number of days, Task Automation can automatically prompt staff to reach out to the member.

• Go to Task Automation > Add Task Type
  • Create a Task Type which responds to the Trigger event to prompt staff action
  • Designate the Staff required to Perform the Action
• Save

See Add Task Type for full description for creating a task, taking note as above to designate a staff member to response to trigger with an action

Staff Members will be able to view Task when trigger occurs, under View and Complete Tasks

Next - Manual Staff Task