Tip of the Week #9- Ways to use Tasks

What Are Tasks?

Tasks are like little reminders in Gym Lead Machine that help you keep track of what needs to get done. Whether it’s following up with a new lead or checking in with a client, tasks make sure nothing slips through the cracks.

Where to Find Tasks

  1. Finding Tasks:
    • You can check out your tasks in a couple of spots:
      • Contacts Tab: Go to the "Contacts" section and hit the "Tasks" button at the top.
    • Dashboard: Scroll down on the dashboard, and you’ll see your task list there too.
  2. Using the Task List:
    • The task list lets you filter by:
      • Who the task is for
      • Which staff member is responsible
      • What’s the status
      • When it’s due
    • To add a new task, click the green "Add Task" button. Fill in:
      • Title: What the task is about.
      • Description: A few details so you know what’s up.
      • Assigned Staff Member: Who’s doing it.
      • Related Contact: Who it’s about.
      • Due Date and Time: When it needs to be done.

Automating Tasks

  1. Automatic Task Assignments:
    • Gym Lead Machine likely already automatically set up tasks for you and your team. These are pre-loaded when your account is set up to help you stay on top of important stuff, like contacting new leads.
  2. Customizing Workflows:
    • You can tweak your workflows by adding tasks wherever you need them. For example, when a new lead comes in, you can have a task automatically set up for your staff to give them a call. You can move tasks around or add new ones as you see fit.

Real-Life Task Examples

  1. Goal Reviews and Sending Cards:
    • Tasks can remind you to do things like scheduling goal reviews or sending out handwritten cards to clients.
    • Example: Set up a workflow that assigns a task to send a card to a client. After 90 days, it’ll remind you to do it again, keeping your follow-ups consistent.
  2. Adding Tasks Whenever You Need:
    • You can drop tasks into any part of a campaign or workflow whenever you need your staff to reach out, whether it’s for a goal review or just a check-in.

  1. New Task Reminder Feature:
    • You can now set up reminders for your tasks so you don’t forget anything. Here’s how:
      • Go to Settings > My Profile.
      • Click on Notifications at the top.
      • Choose how you want to be reminded:
        • In-App Notifications
        • Emails
        • Texts

Tasks in Gym Lead Machine are super handy for keeping everything on track. With the new reminder feature, you’ll always know what needs to get done. Use these tips to stay organized and keep your clients happy.