Everfit

Overview: Task Library

How to improve accountability and share content with your clients

Assign Tasks to Track Progress Photos and Body Metrics

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

Assign Tasks: Send PDFs, Check-In Forms, Videos, Zoom Workouts & Livestream Links

Save time creating repetitive tasks from scratch

Save a Task to reuse in your Task Library

How to send a push notification to remind clients to complete a task at a specific time

Set a Custom Reminder for Tasks

How to Set Up Repeated Tasks

How to track mood, sleep, or energy levels for my clients

How to set up Mood Tracking?

Add the Comment capability to a Task to gather journal responses or answer questions from clients

How to Use Task Comments

Long Nguyen

Jon Wang

Tasks

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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