ToDo List
Contents:
Introduction
Automatically
Manually
Searching in ToDo list using title of the task or name of a member
Going to client's profile from a ToDo list
Creating task directly from a client's profile
WodGuru allows you to create and manage a to-do list.
We can create tasks automatically and manually.
You switch a todo list in Settings > modules. Once enabled, you will find it in the main view:
If your coworkers do not have full access to the system, you need to go to Settings > Crew tab and enable ToDo List for them.
In the Communication > Automations tab, you can create scenarios that the system will implement for you. It works the same way as in Automation of sending email and SMS messages:
Create each automation like this: set WHEN and WHAT to be included in the todo list. In addition, give a task a name, for example:
Create a task (e.g. "Call a club member to say 'Hi!'") immediately after a registration,
Create a task (e.g. "Arrange a free consultation") 30 days after a registration,
Create a task (eg: "Offer a birthday coffee") on the club member's birthday.
When an action to which the automation is created occurs, a new task will be added to the todo list and you will be notified by seeing this:
The task will not be assigned to a specific staff member and will not have a scheduled execution date - you can set these things manually.
The red notification appears when the task is incomplete and additionally: it is either not assigned to any operator or it is assigned to a person who is logged in.
So: each staff member can see it differently and that's ok 😉
Enter the todo list:
Add a new task:
The task is now on the list and you can always add a comment, edit or delete it (dots in the upper right corner).
After completing the task, click on the circle and close it. The task drops to the bottom of the list, to the COMPLETED section
If you need to look for a specific task, you can easily do so by typing in the browser title of the task or name of a member.
If you made a task regarding your client and you need to make a change right away, you can go straight to member's profile from the ToDo list.
What you need to do is choose the client whose profile you want to open up, click on "Athlete Profile" and then you can make any changes you wish to make.
Once you look up a member, you can add task to your ToDo list, that is going to be directly associated with them
All you need to do is click on the 3 dots right next to their profile, and then choose "Add Task". Then you can add a title to a task you're supposed to get done
As you can see, the list can be useful both for CRM, i.e. maintaining relationships with club members, and for ongoing work planning.
Introduction
Automatically
Manually
Searching in ToDo list using title of the task or name of a member
Going to client's profile from a ToDo list
Creating task directly from a client's profile
ToDo List
WodGuru allows you to create and manage a to-do list.
We can create tasks automatically and manually.
You switch a todo list in Settings > modules. Once enabled, you will find it in the main view:
If your coworkers do not have full access to the system, you need to go to Settings > Crew tab and enable ToDo List for them.
Automatically
In the Communication > Automations tab, you can create scenarios that the system will implement for you. It works the same way as in Automation of sending email and SMS messages:
Create each automation like this: set WHEN and WHAT to be included in the todo list. In addition, give a task a name, for example:
Create a task (e.g. "Call a club member to say 'Hi!'") immediately after a registration,
Create a task (e.g. "Arrange a free consultation") 30 days after a registration,
Create a task (eg: "Offer a birthday coffee") on the club member's birthday.
When an action to which the automation is created occurs, a new task will be added to the todo list and you will be notified by seeing this:
The task will not be assigned to a specific staff member and will not have a scheduled execution date - you can set these things manually.
The red notification appears when the task is incomplete and additionally: it is either not assigned to any operator or it is assigned to a person who is logged in.
So: each staff member can see it differently and that's ok 😉
Manually
Enter the todo list:
Add a new task:
The task is now on the list and you can always add a comment, edit or delete it (dots in the upper right corner).
After completing the task, click on the circle and close it. The task drops to the bottom of the list, to the COMPLETED section
Searching in ToDo list using title of the task or name of a member
If you need to look for a specific task, you can easily do so by typing in the browser title of the task or name of a member.
Going to client's profile from a ToDo list
If you made a task regarding your client and you need to make a change right away, you can go straight to member's profile from the ToDo list.
What you need to do is choose the client whose profile you want to open up, click on "Athlete Profile" and then you can make any changes you wish to make.
Creating task directly from a client's profile
Once you look up a member, you can add task to your ToDo list, that is going to be directly associated with them
All you need to do is click on the 3 dots right next to their profile, and then choose "Add Task". Then you can add a title to a task you're supposed to get done
As you can see, the list can be useful both for CRM, i.e. maintaining relationships with club members, and for ongoing work planning.
Updated on: 02/07/2024