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Create your own Task actions

Task actions allow you to define the different types of actions your team can use when creating a Task.

Written by Teresa Calvo

As well as actions such as Call, Email, Meeting or WhatsApp, you can create others that are tailored to the day-to-day activities of your gym or sports centre.

🧩 Practical examples: You can create actions such as Prepare an event, Review an issue, Organise equipment, Check the changing rooms or any other regular activity at your centre.

Create a new action

To create an action:

  1. Go to Settings > Users > Task actions.

  2. Click + New action in the top-right corner.

  3. Enter the name of the action.

  4. Choose whether the action can be linked to a user.

  5. Save your changes.

Done! 🎉 The new action will be available when you create a Task from the Tasks module.

What does “can be assigned to a user” mean?

Enable this option when the action can be related to a user at your centre.

For example, an action such as Call can be linked to Laura to indicate that you need to contact her. An internal action such as Organise equipment, however, does not need to be linked to a user.

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