How to get here
In the left menu, click Task and select Task List.
Find the task you want to view in the list and click it.
You are now on the Task Details screen.
Step-by-step guide
Review the task header
At the top of the screen you see the task template name as a heading. Below it is a breadcrumb trail: Dashboard → Task → View. You can click these links to navigate back.
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 picture (or a default avatar if none is set), the member's full name and a cover image from your centre's image gallery as a decorative banner. Tip: Click anywhere on the Member card to navigate directly to that member's profile page.
Check the progress
Below the Member card is the Progress card. It shows a vertical step indicator (a checklist) displaying each step of the task. Each step shows: a green tick 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, e.g. "Product", "Booking", "Membership" or a custom task name.
Review the summary
The Summary card sits below the Progress card and shows key dates and the current state. Start: The date and time when the task begins. End: The date and time when the task is due to finish. State: The current workflow state of the task (e.g. Pending, Ready, Processing, Completed, Cancelled).
Review the task steps (main area)
The large left area shows Task Management — a detailed breakdown of each step in the task. Each step shows relevant data depending on its type: Product steps show the products involved. Booking steps show the programme templates and default booking location. Membership steps show the membership types. Custom task steps show the custom task description. Each step also shows the responsible staff members assigned to it. If there are no steps, you will see the message: "No data was found. Please select another task."
Act on the task
Depending on the task's current state and your role, different action buttons appear in the top right corner. Approve task: Visible when state is Pending (any logged-in user) — opens a confirmation dialog to approve the task so work can begin. Cancel task: Visible when state is not Cancelled, Completed or Pending (requires Owner or Box Manager role) — opens a confirmation dialog to cancel the task entirely. Postpone task: Visible when state is not Cancelled, Completed or Pending (requires Owner or Box Manager role) — opens a dialog where you choose how long to postpone the task. Finish task: Visible when state is Ready or Processing (requires Owner or Box Manager role) — opens a confirmation dialog to mark the task as completed ahead of schedule.
Approve a task
Click the Approve task button (only visible when the task is in 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.
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 carried out on it.
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: Number of days: Not required — the number of days to postpone the task (e.g. 3). Leave the field empty if you are only postponing by time. Time: Not required — hours, minutes and seconds of the delay (e.g. 02:30:00). Uses 24-hour format. You must enter at least some duration (days or time) — if you leave both empty, you will see the error: "Please select a time interval." Click Postpone to confirm or Cancel to go back. The task's schedule will be pushed forward by the amount you chose.
Finish a task early
Click the Finish task button (blue filled button). A confirmation dialog asks: "Are you sure you want to complete the task ahead of schedule?" Click Completed to confirm. The task will be marked as Completed even if not all steps have been carried out.
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