Tasks in FitMetrics help you and your team stay organized by tracking to-dos, follow-ups, and client work in one place. This guide covers the three task views, filtering, editing, deleting, and the full Task Detail Panel.
Three Ways to View Your Tasks
Use the view toggle at the top of the Tasks page to switch between Board, List, and Calendar views.
Board View (Default)
Board view displays your tasks as a Kanban board with three columns: To Do, In Progress, and Completed.
Drag and drop task cards between columns to change their status instantly
Each card shows the task title, priority badge, assignee avatar, client name, and due date
Meta badges on each card show subtask progress (e.g. 2/3), comment count, attachment count, and collaborator avatars
List View
List view displays your tasks in a full data table with sortable columns.
Columns include: Task title, Assignee, Client, Status, Priority, Due Date, Duration, Created, and Actions
Click any column header to sort
Use the row density selector to adjust row height (short, medium, tall, or extra-tall)
Calendar View
Calendar view plots your tasks and Google Calendar events by date.
Switch between monthly, weekly, and daily views
Click any day to quickly create a new task or calendar event for that date
Filters and Search
Use the controls at the top of the Tasks page to narrow down what you see.
Quick filter tabs: Active (default — shows To Do + In Progress), To Do, In Progress, Completed
Assignee filter: Choose All Teammates, My Tasks, Unassigned, or a specific team member
Search bar: Search tasks by title or description
Edit a Task
There are two ways to edit a task:
Quick inline edit — Click any task to open the Task Detail Panel. From there you can change the Status, Priority, Assignee, Client, and Due Date directly.
Full edit dialog — Click the three-dot menu (⋯) on a task and select "Edit Task". This opens a dialog where you can update the Title, Description, Client, Assignee, Priority, and Due Date.
Delete a Task
Click the three-dot menu (⋯) on the task you want to remove
Select "Delete Task"
Confirm the deletion in the confirmation dialog
If the task has a linked Google Calendar event, that event will be deleted automatically as well.
Task Detail Panel
Click any task to open the Task Detail Panel on the right side of the screen. This is your central hub for everything related to a task.
Task Info
The top of the panel shows the task title, description, status, priority, assignee, client, due date, and created date. You can edit these fields inline.
Comments
Add text comments to discuss the task with your team
Attach files directly to comments
Record voice note comments (up to 5 minutes)
@mention team members to notify them
Attachments
Upload files up to 10 MB each
Supported formats include images, PDFs, documents, and spreadsheets
Download or delete attachments at any time
Subtasks
Break a task into smaller subtasks (child tasks)
Toggle each subtask as complete or incomplete
Delete subtasks you no longer need
Subtask progress is shown on board cards (e.g. "2/3")
Collaborators
Add or remove team members as collaborators for extra visibility on the task
Collaborator avatars appear on board cards so you can see at a glance who is involved
Track Progress
FitMetrics gives you several ways to stay on top of your team's workload:
Status filters let you quickly see what is pending versus done
The Duration column in List view shows how long each task has been open
Board view gives a visual overview of workflow progress across columns
Calendar view shows how deadlines are distributed over time
Subtask progress badges on board cards (e.g. "2/3 done") help you see partial completion at a glance
Access Control for Coaches
Owners and Admins can see all tasks in the business
Restricted coaches can only see tasks they created, tasks assigned to them, or tasks they collaborate on
Tasks is available on the Business package. To upgrade your plan, visit Settings → Billing.