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How to Create a Task from a Client Message

Turn client messages into tasks instantly. Right-click to create a manual or AI-generated task and track it in your Task Manager.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 2 months ago

No more forgetting client requests buried in chat threads. With the AI Task Manager, you can create a task directly from any client message in just 2 clicks — manually or fully automated with AI.


✌️ Two ways to create a task

While you're chatting with a client inside Trainerize Messages (via FitMetrics), just right-click on the message that includes the client’s request — for example:

“Can you give me a couple of workouts to do at home for a few days? I'm going to my parents tomorrow afternoon.”

Now you have two options:


🔧 Option 1 – Create Task (manual)

Choose “Create Task” if you want to manually type the task name and details yourself.

This is ideal if the message is unclear, or if you want to word the task a specific way.


🤖 Option 2 – Create AI Task (automatic)

Choose “Create AI Task” if you want the AI to do the work for you.

It will:

  • Instantly understand the message

  • Auto-create a task

  • Pre-fill the description, client, assignee, etc.

This eliminates thinking time and saves you from repetitive task entry.


📋 Where do I find the task after?

Once the task is created:

  1. Go to the left menu and click “Tasks”

  2. You’ll see the new task listed, showing:

    • ✅ Task title & description

    • 👤 Who it’s assigned to

    • 🧍‍ Client it’s linked with

    • 🕓 Status (To Do, In Progress, Completed)

    • 🔥 Priority (High, Medium, Low)

    • ⏳ Duration (how long the task has been open)

Tracking duration is powerful — it helps you measure how fast tasks are completed by your team.


🚀 That’s it!

The AI Task Manager turns daily chats into trackable, actionable tasks — without letting anything fall through the cracks.

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