Skip to main content
All CollectionsTasks & Habits
Assign Tasks: Send pdfs, check-in forms, videos, Zoom workouts & Livestream links, and track habits
Assign Tasks: Send pdfs, check-in forms, videos, Zoom workouts & Livestream links, and track habits

How to Improve accountability and share content with your clients with General Tasks. Your clients can even leave a comment for you!

Long Nguyen avatar
Written by Long Nguyen
Updated over a week ago

With the ability to add media, documents, and links, you can be wildly creative with General Task. Tasks feature does all the heavy-lifting work for you with push notifications and reminders at 10 am their time or you can also

How to create a Task

From the client list, go to a client Dashboard and click on the Task menu.

Navigating to Task Calendar

Create a General Task

Click on the (+) button to create a Task, choose General

Add the details and choose an attachment type

  • Media: Videos, pictures, voices audio files

  • Document: .pdf, .xls, .doc

  • Link: Youtube URL, Vimeo URL, and any other links

[video-to-gif output image]

What you can do with Tasks?

Deliver coaching content:

  • Attach a coaching video of you explaining how to eat healthier

  • Send an audio recording

  • Attach a PDF nutrition guide πŸ₯‘

  • Add a link to an online questionnaire form (Typeform, Google Forms)

  • Add a link to your weekly Zoom call πŸ“²

  • Ask questions and gather answer with Task comments

Habit Coaching:

  • Sleep before 10 pm πŸ’€

  • Meditate for 5 minutes πŸ§˜β€β™‚οΈ

  • Drink 8 glasses of water πŸ’¦

  • Write in your Daily Intentions journal with Task comments ✍️


What your clients see

Our notification system will notify your client at 10 am each day there are tasks assigned and at the time you specifically sets with custom task reminder.

When they check into the app, all tasks for today will show up on the main 'Today' screen. And when your client has completed your assigned task, they can tap the checkmark button to mark off the task for completion.Β 

[video-to-gif output image]

Did this answer your question?