Tasks

Tasks Overview

Tasks let coaches track personal to-dos, assign work to team members, and stay on top of deadlines. Every task lives inside your workspace: workspace owners and admins see all tasks, while standard team members only see tasks assigned to them.

Your task list is organized into three groups:

Upcoming: Open tasks that have a due date, sorted by deadline
No due date: Open tasks without a due date
Completed: Tasks that have been marked as done

Tasks are a coach-side feature. Clients do not see or interact with tasks. Use tasks to manage your own workflow, things like "Review Sarah's check-in", "Update John's meal plan", or "Send onboarding email to new client".

Creating a Task

On web

Navigate to the Tasks page from the sidebar

Click the Add Task button in the top-right corner

Enter a task title in the Task field (required)

Optionally assign the task to a team member using the Assign To dropdown

Optionally set a Due Date using the date picker

Click Add Task to save

On mobile

Navigate to the Tasks screen from the Dashboard

Tap the + icon in the top-right corner

Enter a task title, optionally assign a coach and set a due date

Tap Add to save

Completing a Task

Click or tap the circle icon next to a task to mark it as complete. The task moves to the Completed group. To undo, click or tap the icon again.

You can also complete or undo tasks from the edit modal (web) or edit sheet (mobile).

Editing a Task

Click any task row on web (or tap a task card on mobile) to open the editor. Update the title, assigned coach, or due date and save.

Deleting a Task

Open a task and click Delete at the bottom of the modal (web) or sheet (mobile).

Deleting a task is permanent and cannot be undone. If you want to keep a record of the task, consider marking it as complete instead.

Assigning Tasks to Team Members

If your workspace has team members, you can assign tasks to any accepted member when creating or editing a task.

How assignment affects visibility

Workspace Role	What they see
Owner / Admin	All tasks in the workspace
Standard member	Only tasks assigned to them

When a team member is removed from your workspace, their tasks are automatically unassigned but not deleted. They can be reassigned to another member.

Frequently Asked Questions

Can clients see tasks? No. Tasks are a coach-side feature only. Clients do not see tasks in the app.

Is there a limit on how many tasks I can create? No.

Can I assign a task to a client? No. Tasks are for coach-side workflow. If you want to assign actions to a client, use habits or check-in forms instead.

Can I set recurring tasks? Not currently. Each task is a one-time item.

Do tasks send notifications to assigned team members? No. Team members see their assigned tasks when they open the Tasks page.

What happens to tasks when a team member is removed? All tasks assigned to the removed member are automatically unassigned. They remain in the workspace and can be reassigned.