What This Screen Does

This is your central hub for managing all tasks in the system. Think of it like a to-do board where you can see every task that has been created, whether it is waiting for approval, actively being worked on, completed, or cancelled. You can search for tasks, filter them by status or date, and create new tasks or bookings directly from this screen.

How to Get There

Open the dashboard.
In the left-hand menu, click Task.
You are now on the Task List screen.

Step-by-Step Guide

1. View the Task Table

When the page loads, you will see a table showing all tasks for your current gym/location. Each row displays:

Column	What It Shows
Name	The task name and its description underneath.
Account	The member’s full name and email address linked to the task.
Estimated date	The date range (start and end) for when the task is scheduled.
Status	A colored label showing the current state of the task (Pending, Ready, Processing, Complete, Cancelled, or Expired).
Action	A three-dot menu icon that opens additional actions for that task.

Click on any row to open that task’s detail page.

2. Filter Tasks by Status

At the top of the table you will see a row of tabs: All, Pending, Active, Completed, and Cancelled.
Each tab shows a count badge indicating how many tasks are in that status.
Click a tab to show only tasks in that status.
All — shows every task regardless of status.
Pending — tasks waiting for approval.
Active — tasks that are ready or currently being processed.
Completed — tasks that have been finished.
Cancelled — tasks that were cancelled before completion.

3. Search for a Task

Below the tabs you will find a Search text field.
Start typing a task name, member name, or keyword.
The table updates automatically as you type.

4. Filter by Date Range

Next to the search field you will see two date fields: From date and To date.
Click on either field to open a date picker.
The date picker also provides shortcut buttons for quick selections:

Shortcut	What It Selects
Last 3 months	From 3 months ago to today.
Last 6 months	From 6 months ago to today.
Last 12 months	From 12 months ago to today.
YTD	From January 1st of the current year to today.
Reset	Resets to the last 6 months.

Once you select a range, the table filters to show only tasks within those dates.

5. Clear Filters

When you have active filters (other than the defaults), a filter results bar appears above the table showing your active filters as small chips.
Click the X on any chip to remove that individual filter.
Click the Clear button (with a trash icon) to reset all filters at once.

6. Sort the Table

Click on the Estimated date or Status column headers to sort the table.
Click once to sort in one direction (ascending), click again to reverse (descending).
The Name, Account, and Action columns are not sortable.

7. Use Row Actions

Click the three-dot icon (⋮) in the Action column of any task row.
A pop-up menu appears with the following options, depending on the task’s status:

Action	When Available	What It Does
Approve	Pending tasks only	Opens a dialog to approve the task so it can move forward.
View	All tasks	Navigates to the task’s detail page.
Cancel	Active tasks only (Ready/Processing)	Opens a dialog to cancel the task. Requires Owner or Box Manager role.
Postpone	Active tasks only (Ready/Processing)	Opens a dialog to reschedule the task to a later date. Requires Owner or Box Manager role.

8. Change Table Density and Pagination

At the bottom of the table you will find pagination controls.
Use the Rows per page dropdown to choose how many tasks to show per page (default is 10).
Use the page arrows to navigate between pages.
Toggle the Dense switch to make the table rows more compact, which lets you see more tasks at a glance.

9. Create a New Task

Click the Create new task button in the top-right corner of the page.
A dialog will open with the following fields:

Field	Required	What to Enter
Member	Yes	Start typing a member’s name or email. Pick the correct person from the dropdown list.
Task template	Yes	Start typing the name of a task template. Pick one from the dropdown list.
From date	Yes	Select the date and time when the task should begin. Must be today or later.
To date	No	Select the date and time when the task should end. Leave empty if there is no fixed deadline.

Click Create to save the task.
The task will be created with an active state and does not need further approval.
Click Cancel to close the dialog without creating anything.

10. Create a Booking for a Member

Click the Create booking for member button (outlined style) in the top-right corner.
A dialog will open with the same fields as the Create Task dialog:

Field	Required	What to Enter
Member	Yes	Start typing a member’s name or email. Pick the correct person from the dropdown list.
Task template	Yes	Start typing the name of a task template. Pick one from the dropdown list.
From date	Yes	Select the date and time when the booking should begin. Must be today or later.
To date	No	Select the date and time when the booking should end.

Click Create to save the booking.
The member will be notified about the booking automatically.
Click Cancel to close the dialog without creating anything.

What Happens Behind the Scenes

Viewing the Task List

You open the Task List page
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URL query parameters are read (page, sort, filters)
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API call: getTasks({ pageSize, pageNumber, sortBy, direction, states, search, startDate, endDate })
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Task data, stats (counts per status), and total count are loaded
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Table displays the tasks; tabs show counts for each status
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URL is updated with current filter/sort/page settings (so you can bookmark or share)

Creating a New Task

You click "Create new task"
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Dialog opens with Member, Task Template, and Date fields
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You fill in the fields and click "Create"
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Form validates all fields (Yup schema)
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API call: TaskService.createTask({ body: formData })
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Task is created with active state (no approval needed)
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Task list refreshes to show the new task
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Dialog closes automatically

Creating a Booking for a Member

You click "Create booking for member"
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Dialog opens with Member, Task Template, and Date fields
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You fill in the fields and click "Create"
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Form validates all fields (Yup schema)
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API call: TaskService.createMemberTask({ body: formData })
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Booking is created and the member is notified
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Task list refreshes to show the new booking
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Dialog closes automatically

Troubleshooting

“The task list is empty but I know there are tasks”

Check which status tab is selected. You may be viewing only “Completed” or “Cancelled” tasks. Click the All tab to see everything.
Make sure the date range filter is not set too narrowly. Clear the date filter or widen it.
Confirm you are viewing the correct gym/location in the dashboard. Tasks are tied to the currently selected gym.

These options are only available for tasks in the Ready or Processing state. They do not appear for Pending, Completed, or Cancelled tasks.
You must have the Owner or Box Manager role. If you do not have one of these roles, the options will not appear. Ask an administrator to adjust your permissions if needed.

“I cannot find a member when creating a task or booking”

The member search only shows active members. If the person you are looking for has an inactive membership, they will not appear.
Try typing more of the member’s name or use their email address to narrow the search.
Only the first 5 matching results are shown. Be more specific with your search term to find the right person.

“The Create button does nothing when I click it”

All required fields must be filled in. Look for red error messages below each field — they tell you what is missing.
The Member field, Task template field, and From date field are all required.
Make sure the From date is set to today or a future date. You cannot create a task in the past.

Task templates are loaded when the dialog opens. If the list is empty, try closing the dialog and opening it again.
If the problem persists, make sure at least one task template has been created in the system under the Task Template settings.
Check your internet connection — the template list comes from the server.

“My filters disappeared after refreshing the page”

Filters are saved in the URL (the address bar of your browser). They should persist across page refreshes.
If you navigated away and came back using the side menu, the filters will reset to their defaults. Use the browser’s back button or bookmark the filtered URL to preserve your settings.

“The task counts on the tabs do not match what I see in the table”

The counts on the tabs reflect the total number of tasks across all pages, while the table only shows the current page.
If you have a search term or date filter active, the counts update to reflect the filtered results.
Try refreshing the page if the counts seem stale — they update whenever the data is fetched.

“I approved/cancelled a task but the list did not update”

The task list should refresh automatically after you take an action. If it does not, try refreshing the page manually.
If the task still shows the old status, there may have been a server error. Check for any red error notifications at the bottom of the screen.

“I got an error when trying to create a task”

A red error notification will appear. Read the message carefully — it usually explains what went wrong.
Common causes include: the selected member no longer being active, the task template being deleted, or a server timeout.
Try again after a moment. If the error persists, contact your system administrator with the error message.

“The table is showing a loading skeleton and never finishes”

This usually means the server is taking too long to respond or the connection was lost.
Check your internet connection and try refreshing the page.
If the problem continues, the task service may be temporarily unavailable. Wait a few minutes and try again.

Task List