Creating and Using Tasks

Use Tasks to help stay organized by turning your "To Do" lists into electronic reminders that you can access from anywhere on your PC or mobile device. You can create Tasks for your business or for a specific Athlete or Lead. Tasks are private and not shared with your Athletes or Leads.  Tasks can also be assigned to coaches if you have additional coached on your AthleteOne subscription.

Creating Tasks

  1. Navigate to New on the top menu bar of any page and click Task.
  2. Complete the fields in the New Task dialog; Description and Task Due are mandatory fields.
  3. You can also set the Task Priority by selecting from the drop-down menu. 
  4. Select a Repeat value to repeat the task on a regular schedule.
  5. Select the Assign To Coach name to Assign the task to the coach
  6. Start typing a Contact name in the Contact field and select the appropriate Athlete or Lead from the list to associate the Task with that Contact. Leaving the Contact field blank will create an unassigned Task for your business. 
  7. Click the Notify Me On Task Due Date check box to receive an email notification on the date the Task is due. Tasks are only sent to the Coach, not the Athlete or Lead.  
  8. Click the Create Task button to save the Task.  

Tasks Page

View a list of your open Tasks and use the filters on the left to customize your view of Tasks on this page.
  1.  Click Tasks on the top menu bar of any page to go to the Tasks page.  

Tasks Tab on Athlete and Lead Page

View a list of your open Tasks for the contact you are viewing.  The list shows all tasks due for all coaches.  You can change the status to view archived or completed. The Tasks tab includes the number of all open tasks for the contact.
  1. Navigate to your contact
  2. Select the Tasks tab.

Editing Tasks

Tasks may be edited to change the Description, Task Due date, Priority or Contact.
  1. Click Tasks on the top menu bar of any page to go to the Tasks page.
  2. Find the Task you want to edit and click the Menu icon (≡), then click Edit.
  3. Make your changes and click the Update Task button to save your changes.

Archiving Tasks

Archive Tasks to remove them from Active view on the Tasks page and Tasks Due graph on the Dashboard.
  1. Click Tasks on the top menu bar of any page to go to the Tasks page.
  2. Find the Task you want to Archive and click the Menu icon (≡), then click Archive.
Note: To view Archived Tasks, select the Status filter of Archived on the Tasks page.

Marking a Task Complete

Mark Tasks Complete to remove them from Active view on the Tasks page and Tasks Due graph on the Dashboard.
  1. Click Tasks on the top menu bar of any page to go to the Tasks page.
  2. Find the Task you want to mark Complete and click the Menu icon (≡), then click Complete.
Note: To view Completed Tasks, select the Status filter of Completed on the Tasks page.  

Tasks on the Dashboard

The Tasks Due widget on the Dashboard displays a bar graph of the total active tasks due. Click on any colored bar to see a list of the Tasks on the Tasks page filter by that Task Due timeframe.

Tasks on the Calendar

Active Tasks will display on the AthleteOne calendar highlighted in green. You can also edit tasks displayed on the calendar. You can click on a Task in the Calendar to view task details or edit the task.

Note: Tasks may only be viewed on the Task page and the AthleteOne calendar. Tasks can not be viewed on your Google Calendar or other mobile device calendar apps.

See also: Manage Your Athletes, Notifications


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