The Work Board is the Tasks page in the side menu. It collects everything that needs a coach’s attention: tasks that automations opened and tasks someone on the team created by hand. The page has two panes. The list of tasks is on one side. The task you selected opens on the other side, with the trainee’s data already loaded.

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The task list

Open tasks are grouped by priority: Inside each group the newest task is first. Each row shows the task type, the trainee, how long ago the task was opened and the initials of the assignee. A quick button on the row marks the task done without opening it.

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Filter the list

1

Choose whose tasks you see

The assignee menu has My tasks, All team and one entry for each team member. The board opens on My tasks.Tasks with no assignee show for everyone, whichever option you pick. They are a shared pool.
2

Keep your choice

When you pick an option that is different from your saved one, a small Set as default button appears above the menu. Click it and the board opens on that option next time.The default is saved in the browser you are using. Another computer or browser starts on My tasks again.
3

Filter by task type

Click Task type and tick the types you want. Each type shows how many open tasks it has. The types with the most tasks are at the top. Clear selection removes the type filter.
4

Search

Type in Search by trainee or task…. The search looks at the trainee name, the task title, the task detail and the task type.
5

Show finished tasks

Turn on Also show done / dismissed to add a Done / dismissed group at the bottom of the list.
The line under the filters shows how many open tasks match. With a filter on, it reads as the matching count out of all open tasks, and Clear filters appears beside it.
Clear filters switches the assignee to All team, not back to My tasks. A manager who is not a coach has no tasks of their own, so the whole team is the useful view after clearing.

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Open a task

Click a task to load it in the detail pane. The top of the pane shows the task type, the trainee, the assignees and when the task was opened.

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Buttons

  • Trainee card opens the trainee’s card.
  • Open the form in a new window appears on form tasks and opens the submitted form.
  • Open in SmartSend opens the trainee’s WhatsApp conversation in SmartSend. It only shows when SmartSend is connected and the organisation slug is saved. See Connecting WhatsApp.
  • Quick actions for the task type. See Completing tasks.

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Tabs

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The SmartSend tab

The chat only loads when three things are true:
  1. The studio connected its SmartSend key.
  2. Your user is mapped to a SmartSend user.
  3. The trainee has a saved phone number.
When one is missing, the tab says which and gives an Open settings link.

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When the board is empty

“All caught up!” means there are no open tasks in the view you chose. The Task automations button under it opens the Automations page, where you decide which events open tasks. “No tasks found” means your filters hide everything. Use Clear filters.

Creating tasks

Add a manual task for one trainee or many.

Completing tasks

Mark done, dismiss, undo and the handling note.

Task types

Every task type and what opens it.

Automations

Decide which events open tasks.