Tasks - Using Tasks in WodBoard CRM

The Tasks section in WodBoard CRM helps you organise, assign and track jobs that need to be completed by your team. Tasks can be used for both sales follow-ups and everyday gym operations, ensuring nothing gets forgotten and everyone knows what they're responsible for.

1. Using Tasks Within CRM Automations

When creating an automation, you'll see a Tasks option. This allows you to automatically create a task for a staff member when a particular event takes place.

For example, when a new lead submits an enquiry about joining your gym, you could create an automation that:

1. Sends the lead a welcome email.
2. Creates a task for a staff member to call the lead.
3. Assigns the task to the relevant person with a deadline.

This helps your sales team stay on top of new enquiries without having to manually remember who needs contacting.

2. Using Tasks for Everyday Gym Operations

Tasks aren't just for sales! They can also be used to help manage your gym's daily operations and staff responsibilities.

You can create tasks, assign them to team members and set deadlines so everyone knows what needs to be done and when.

Example: Daily Gym Cleaning

Jim is responsible for cleaning the gym every morning at 8am.

You can create a task with the following details:

• Task: Clean the gym
• Status: To Do
• Assigned to: Jim
• Deadline: 8:00am
• Description: Complete the morning gym cleaning checklist.

Jim can then see the task assigned to him and mark it as completed once the cleaning is finished.

Other examples include equipment maintenance checks, contacting members about overdue payments, preparing for gym events and following up with members who haven't attended recently.

3. Keeping Track of Your Team's Tasks

The Tasks section gives you a central place to manage jobs assigned to your staff.

By assigning tasks and setting deadlines, you can:

• Keep track of outstanding jobs.
• See which staff members are responsible for different activities.
• Make sure important follow-ups aren't missed.
• Monitor task completion.
• Improve communication and accountability across your team.