• 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:

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.

Manually

1. Enter the todo list:

2. Add a new task:

3. The task is now on the list and you can always add a comment, edit or delete it (dots in the upper right corner).

4. 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