What This Screen Does
This is where you view all the details of a specific task. Think of it like opening a work order to see what needs to be done, who it is for, and how far along it is. You can also take action on the task — approve it, cancel it, postpone it, or mark it as finished — depending on its current state and your role.
How to Get There
Open the dashboard.
In the left-hand menu, click Task.
Find the task you want to view in the list and click on it.
You are now on the Task Details screen.
Step-by-Step Guide
1. Review the Task Header
At the top of the screen you will see the task template name as the heading.
Below it is a breadcrumb trail: Dashboard → Task → View. You can click any of these links to navigate back.
2. View the Member Card
On the right side of the screen, the Member card shows who this task is assigned to.
You will see:
The member’s profile photo (or a default avatar if none is set).
The member’s full name.
A cover image from your gym’s image gallery as a decorative banner.
Tip: Click anywhere on the Member card to navigate directly to that member’s profile page.
3. Check the Progress
Below the Member card is the Progress card.
It displays a vertical stepper (a checklist) showing each step of the task.
Each step shows:
A green checkmark if the step is complete.
A highlighted dot if the step is currently being processed.
A red X if the step was cancelled.
A grey dot if the step has not started yet.
Step labels describe the type of work: for example, “Product”, “Booking”, “Membership”, or a custom task name.
4. Review the Overview
The Overview card sits below the Progress card and shows key dates and the current state.
Field | What It Shows |
Start | The date and time the task begins. |
End | The date and time the task is due to end. |
State | The current workflow state of the task (e.g. Pending, Ready, Processing, Complete, Cancelled). |
5. Review the Task Steps (Main Area)
The large left-hand area shows the Task Manager — a detailed breakdown of every entry (step) in the task.
Each entry shows relevant data depending on its type:
Product steps list the products involved.
Booking steps list the program templates and default booking location.
Membership steps list the membership types.
Custom Task steps display the custom task description.
Each step also shows the responsible employees assigned to it.
If there are no entries, you will see a message: “No data was found. Please select a different task.”
6. Take Action on the Task
Depending on the task’s current state and your role, different action buttons appear in the top-right corner:
Button | Visible When | Role Required | What It Does |
Approve task | Task state is Pending | Any logged-in user | Opens a confirmation dialog to approve the task so work can begin. |
Cancel task | Task state is not Cancelled, Complete, or Pending | Owner or Box Manager | Opens a confirmation dialog to cancel the task entirely. |
Postpone task | Task state is not Cancelled, Complete, or Pending | Owner or Box Manager | Opens a dialog where you choose how long to delay the task. |
Finish task | Task state is Ready or Processing | Owner or Box Manager | Opens a confirmation dialog to prematurely mark the task as complete. |
7. Approve a Task
Click the Approve task button (only visible when the task is in the Pending state).
A confirmation dialog asks: “Are you sure you want to approve the task?”
Click Approve to confirm or close the dialog to go back.
Once approved, the task moves forward in the workflow.
8. Cancel a Task
Click the Cancel task button (red outline button).
A confirmation dialog asks: “Are you sure you want to cancel the task?”
Click Cancel to confirm.
The task will be marked as Cancelled and no further work will be done on it.
9. Postpone a Task
Click the Postpone task button (blue outline button).
A dialog opens asking: “How long do you want to postpone the task?”
Fill in the postponement duration:
Field | Required | What to Enter |
Number of days | No | The number of days to delay the task (e.g. |
Time | No | The hours, minutes, and seconds to delay (e.g. |
You must enter at least some duration (days or time). If you leave both blank, you will see the error: “Select a time span.”
Click Postpone to confirm or Cancel to go back.
The task’s schedule will be pushed forward by the amount you selected.
10. Finish a Task Early
Click the Finish task button (blue filled button).
A confirmation dialog asks: “Are you sure you want to prematurely complete the task?”
Click Complete to confirm.
The task will be marked as Complete even if not all steps are done.
What Happens Behind the Scenes
Viewing the Task
You navigate to /tasks/:id
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API call: getTask({ id })
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Task data loads (template name, entries, state, member, dates)
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Additional API calls load related data:
- getTaskProductData({ id })
- getTaskMembershipTypeData({ id })
- getTaskProgramTemplateData({ id })
- getTaskResponsibleData({ id })
- getTaskLocationData({ id })
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Screen renders with all task details, progress, and actions
Approving a Task
You click "Approve task"
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Confirmation dialog appears
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You click "Approve"
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API call: TaskService.approveTask({ id })
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Task data is refreshed via getTask({ id })
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Screen updates to reflect the new task state
Cancelling a Task
You click "Cancel task"
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Confirmation dialog appears
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You click "Cancel"
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API call: TaskService.cancelTask({ id })
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Task data is refreshed via getTask({ id })
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Screen updates — action buttons are hidden for cancelled tasks
Postponing a Task
You click "Postpone task"
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Dialog appears with day and time inputs
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You enter a duration and click "Postpone"
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Validation: at least one value must be set
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API call: TaskService.postponeTask({ id, body: { duration } })
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Task data is refreshed via getTask({ id })
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Screen updates with the new schedule
Finishing a Task Early
You click "Finish task"
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Confirmation dialog appears
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You click "Complete"
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API call: TaskService.prematurelyCompleteTask({ id })
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Task data is refreshed via getTask({ id })
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Screen updates — task state is now Complete
Troubleshooting
“I do not see any action buttons at the top of the screen”
Action buttons only appear based on the task’s current state and your role.
If the task is already Complete or Cancelled, no actions are available — the task has reached its final state.
The Cancel task, Postpone task, and Finish task buttons require you to have the Owner or Box Manager role. If you do not have one of these roles, ask an administrator to take the action for you.
“The Approve button is not showing up”
The Approve task button only appears when the task is in the Pending state.
If the task has already been approved (state is Ready, Processing, Complete, or Cancelled), the button will not appear.
Refresh the page to make sure you are seeing the latest task state.
“I tried to postpone the task but got a ‘Select a time span’ error”
You must enter at least some duration — either a number of days, a time value, or both.
If both the Number of days field and the Time picker are empty, the system cannot postpone the task.
Enter a value in at least one of the fields and try again.
“The task details page is blank or shows ‘No data was found’”
This message appears when the task has no entries (steps) configured.
The task may have been created from an empty template. Check the task template to make sure it has steps defined.
If you believe the task should have entries, try refreshing the page. If the problem persists, contact your administrator.
“I cancelled a task by mistake — can I undo it?”
Once a task is cancelled, it cannot be undone from this screen. The cancellation is permanent in the system.
You will need to create a new task from the same template if you want to start the work again.
Contact your administrator if you need further assistance.
“I clicked on the Member card but nothing happened”
The Member card is only clickable if the task has an associated member with a valid ID.
If no member is linked to this task, clicking the card will do nothing.
Check with your administrator if you believe a member should be associated with this task.
“The page is loading but nothing appears”
The task details screen makes several API calls to load data. If your internet connection is slow or unstable, the page may take a while to load.
Try refreshing the page.
If you see a loading skeleton (grey placeholder boxes) that never goes away, the API may be experiencing issues. Contact your administrator or try again later.
“The Start and End dates show the same value”
This is a known display behavior. Both the Start and End fields currently show the task’s begins date.
The actual end date may be determined by the task’s workflow and completion status rather than a fixed date.
If you need to know when the task is expected to end, check with your administrator or refer to the task template settings.
“I got an error after clicking an action button”
A red error notification will appear. Read the message carefully — it usually explains what went wrong.
Common causes: network timeout, the task state changed since you loaded the page (someone else acted on it first), or a server error.
Refresh the page to get the latest task state and try again. If the error persists, contact support with the error message.