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My Tasks

CoachRx Dashboard My Tasks Section

Updated over a month ago

Say goodbye to scattered to-do lists. CoachRx now offers a feature that lets you manage all your coaching tasks in one place. The new "My Tasks" section is your personal task manager, designed to simplify your workflow and keep you focused on what truly matters.

With “My Tasks”, you can:

  • Create custom tasks, set due dates, and assign them to specific clients.

  • Eliminate the need for external task management tools by keeping everything organized directly within CoachRx.

  • Stay on top of important reminders and deadlines.

In addition to creating your own tasks, CoachRx automatically generates tasks for you, such as:

  • Onboarding tasks to help you get familiar with the platform.

  • Alerts for overdue client payments.

  • And more, based on key actions in your coaching process.

Use My Tasks to streamline your daily workflow and manage your responsibilities more efficiently, all within the CoachRx platform. Whether it’s following up with a client or completing administrative tasks, this feature helps you stay organized and on top of your game.

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