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

Manual Staff Task

A task that is manually created to prompt Staff to perform an action in regards to a Member.
For instance, reception staff from the morning shift require staff from the evening shift to followup on a member request, this can be added as a one-off manual task.

• Go to left side menu Task > Add New Task
  • Assign an existing Task Type manually to a member without automated triggers
    • If no task type is relevant, assign a General Task Type for such occasions and use description field to convey specific instructions to staff
  • This method serves to initiate staff action by designating specific tasks
    

    

• Save

Next - Personal Member Communication Task