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
    • Member Communication Task
    • Staff Task Not in Regard to Members
  • View and Complete Tasks
• Pre-Created Tasks
• Add Task Type
• Frequently Asked Questions

Member Communication Task

When a member requires personal communication, a task can be generated to ensure the correct staff member is aware and follows through.
Completing this process through the Communication Tab within the member’s profile ensures a communcation log is maintained alongside existing communication history.

To add a Personal Member Communication task;

Go to Member Profile > Communication Tab

• Select +Add

  • *A task created here will add personal communication task to member’s Communication Log
    

    

• Select Add Task. Complete details;

  • Due Date
  • Task Type
    • Note, when automated task types are not required, use General Task
  • Description of task required
  • Assign Staff Member to complete Task
    

    

  • Save

Staff will be prompted to action via the Tasks page

Next - Staff Task Not in Regard to Members