You can use Tasks in Gymdesk to stay on top of important to-dos, whether you’re working solo or coordinating with a team. Tasks can be created for yourself or assigned to staff members, helping you organize responsibilities across your business.
View Upcoming Tasks
The My Tasks section on the Dashboard shows all tasks assigned to you, along with any unassigned tasks visible to all staff. This gives you a quick way to review what needs attention, with each task automatically showing the member or lead it’s connected to.
Manage All Tasks
Go to Account in the Main Menu → Tasks
To add a new task, select → Create Task
- Filter tasks using the Assigned dropdown. Select All Staff to display every task in your account.
- Use the Open tab to view active tasks. Click the checkbox to mark them complete.
- Completed tasks appear in the Done tab. If you mark something complete by mistake, uncheck it to move it back into Open.
Using Automations to Create Tasks
Go to Marketing in the Main Menu
Select → Automations → Create Automation
You can include a Create Task step inside any automation flow. This lets tasks be generated automatically whenever the automation is triggered. You can also use placeholders (like a phone number or email) to pull in details, so tasks include the information needed without opening the member or lead profile.
EXAMPLE: A cancellation request automatically generates a task so staff can follow up with the member.
Creating Tasks from a Member or Lead Profile
Open a Member or Lead Profile
Select Notes → Add Note
Select the Add Task box to create a task from the note, then fill in the details. You can also assign it to a staff member and set a due date if needed. The task will stay connected to the profile, so you always have the related note for context.