Understanding the Member Tasks Report

The Member Tasks Report allows you to review tasks that have been created against members within a selected date range.

The report provides details of the member, who created the task, the task notes and whether the task still needs to be completed.

Navigate to:

Reports > General > Member Tasks

Filtering the Report

Date Range

Select the From and To dates for the member tasks you want to review.

Select View Report to apply the date range.

Understanding the Report

The Member Tasks Report displays:

Date
Displays the date and time associated with the member task.

Member
Displays the member the task relates to. Select the member name to open their member record.

Created By
Displays the staff member who created the task.

Status
Displays the current action available for the task.

Where a task is still outstanding, select Mark as complete once the task has been completed.

Notes
Displays the notes or instructions entered when the task was created.

For example, a task may be created to:

• follow up documentation from a member
• obtain an updated medical certificate
• organise a replacement access card
• complete another member-related follow-up action

Marking a Task as Complete

When the required action has been completed, select Mark as complete against the relevant task.

This allows staff to keep track of outstanding member tasks and ensure required follow-up actions are completed.

Create a Note on Completion

When creating a task from the member's profile, there is an option to enable Create a Note on Completion.

If this toggle is enabled, when the task is marked as complete, Clubfit will automatically add an entry to the member's Notes section within their profile.

The note will include:

• the completed task information
• the date the task was completed
• the staff member who completed the task

This provides a record within the member's profile showing that the task has been actioned and who completed it.

If Create a Note on Completion is not enabled when the task is created, completing the task will not automatically create this note in the member's profile.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required date range first so that the report contains the appropriate members before using these communication options.

Common Uses

The Member Tasks Report can be used to:

• review member tasks within a selected date range
• see which member a task relates to
• review the notes entered for a task
• identify who created the task
• keep track of outstanding member follow-ups
• mark tasks as complete once they have been actioned
• create a record in the member's Notes when a task is completed
• download task information for further review
• Email or SMS members returned in the report