Tasks

Open Tasks

1. Click Tasks in the sidebar. The list opens with status filters along the top.
2. Filter to Todo to see what is outstanding, or Done to review the past week.

Create a task

1. Click + Add task at the top of the list.
2. Type a title and pick a due date. Add a description if you need more context.
3. Choose the assignee. Pick yourself (the coach), a contact, or leave it unassigned.
4. Pick a priority: Low, Medium or High.
5. Save. The task appears on the dashboard for everyone who can see it, and (if linked) on the relevant case or contact tab.

Required fields and what they mean

Title *

Short verb-led description of what needs to happen. Shown in lists and notifications.

Due date

When the task should be done by. Overdue tasks (past this date and not done) are flagged in red.

Priority

Low, Medium (default) or High. Priority affects the order tasks appear in on the dashboard.

Status

Todo (default), In progress or Done. Set the status manually or let the assignee move it as they work.

Assigned to

Either a coach (User) or a contact. Tasks assigned to a contact show up in the contact's portal.

Linked record

Optional: link the task to a case, session or contact. Linked tasks appear on the relevant record's tab.

Complete a task

1. Click the empty circle next to a task title. It fills in and the task moves to Done.
2. Or open the task and use Mark complete.

Edit or delete a task

1. Click the task title to open it.
2. Use the three-dot menu to Edit or Delete. Deleting a task is permanent — the audit history is kept for administrators but the task itself cannot be recovered.

Filter and search tasks

1. Use the search box to match against title and description.
2. Click a status filter chip (Todo, In progress, Done) to narrow the list.
3. Click the priority dropdown to show only High tasks.
4. Toggle Show completed to include done tasks in the list (off by default).