Everything you need to manage your client tasks is in one place — clean, simple, and fast.
👀 View Your Tasks
To view all tasks:
Go to the left-side menu
Click “Tasks”
You’ll instantly see a full list of tasks with key details:
Task name
Assigned coach
Linked client
Priority level
Status (To Do, In Progress, Completed)
Duration (how long it’s been open)
✏️ Edit or Delete a Task
Need to make changes? Super easy.
Find the task you want to edit
On the right side, under “Actions”, click the three dots
Select Edit Task to update title, description, status, due date, or priority
Or select Delete Task if you created it by accident
📊 Track Progress Easily
Use the status filters at the top to stay organized:
✅ To Do – tasks that haven’t been started
🔄 In Progress – tasks you're currently working on
🏁 Completed – tasks that are done
🧠 Active – a quick view of all non-completed tasks
This makes it easy to stay on top of your workload, prioritize better, and make sure nothing slips through the cracks.
💡 Pro Tip:
Keep an eye on the Duration column — it helps you track how long each task has been active so you can improve turnaround time across your team.