Hi, welcome to Quoox University.
In this course, we’re looking at frequently asked questions and one of those is setting up and managing to-do tasks. So that’s what we’re gonna cover off in this video.
So as always, we’re gonna start by going to my.quoox.com to login. We’re gonna confirm that we’re not a robot and sign-in to our main dashboard. Now, what you’ll see here as you login is on the top right-hand side, you have your assignments and to-do tasks showing with reminders and to-do tasks that would be set.
So you can see this as soon as you login as a facility owner, or as an employee and see what reminders or to-do tasks have been set to you and the team that day. B
ut let’s go ahead and create a new one. So we’re gonna go over to the left-hand side menu. We’re gonna move my floating head, and we’re gonna go into settings. That opens up our secondary menu, and we’re gonna go into, “To-do tasks”.
Now, you’ll see here, we’ve got some existing tasks which are recurring, so weekly on a Thursday daily, weekly on a Monday, for example. So we’re gonna add a new one.
We’re gonna click the big green “Add” button, and we’re gonna create a new to-do task. Now, whatever you want that task to be, you can either have it occur once; daily; weekly; or monthly. Now there’s always tasks that will recur. For example, check the common area.
You can add as many or as little notes as you want. So maybe this is more specific to check weights are in the correct places, nothing on gym floor. People like to leave things all over the gym floor don’t they? So this might be a daily reminder or a daily to-do task. And it would start from today for example, and let’s say the task is valid for one day.
You can then select who you’re assigning this task to. So for this particular task, you might want to assign it to a whole group of trainers because they’re normally on the gym floor and can check that. Or it might be that you have someone that specifically looks after the common area or works on the gym floor on a daily basis. So you could assign that to a specific person. So for argument’s sake, I’m gonna assign it to a group because then I know that there’s more than one person that can see this and action it. Then I’m gonna click “Save”.
You’ll see here now, that we’ve got the new task of, check the common area daily. You can then go in and edit it from here if you wish, you can click the pencil and make any changes that you want to. It might be that you change who it’s assigned to or what day or how often, it’s completely up to you.
Once you’ve made any changes, be sure to click update otherwise they weren’t saved. So what you’ll see is that it’s now shown on the list of to-do tasks that have been created, and that will be on the schedule daily and assigned to the people in your qualified PT group.
If you have any further questions on how to create or manage your to-do tasks, don’t hesitate to get in touch or go to support.quoox.com, and I look forward to seeing you on the next video. Bye.
