Task management: processing tasks, serial tasks and task filters

In this article you will learn how to view and process tasks, how to manage a task in the detail view, how to create a serial task for a member filter list and how to filter member lists by tasks.

Contents

• Quick Guide
• Overview and processing of tasks
• Managing a task in the detail view
• Creating a serial task from a member filter list
• Filtering member lists by tasks

Quick Guide

If you can't find an area in the sidebar on the left, click the last entry there, More. Use Customize navigation to choose which areas appear directly in the sidebar.

1. Tasks / Tasks / All tasks to see and check off all tasks
2. Tasks / Tasks / My tasks to see the tasks assigned to you
3. Tasks / Tasks / Studio tasks to see the tasks for general work in the studio
4. Members / Member filter lists to create serial tasks and to filter members by tasks

Overview and processing of tasks

In the Tasks menu item you see the tasks that have been created for members. Under Tasks / Tasks the following views are available:

• All tasks: all tasks.
• My tasks: tasks assigned to you.
• My group tasks: tasks assigned to your employee competence.
• Studio tasks: tasks for general work in the studio.
• Without assignment: tasks that are not assigned to anyone.

In the list you can:

• check off a task directly,
• click the name of the member to go straight to the member's overview,
• mark a task as important by clicking the star.

To edit a task, click its row. The detail view opens in a side window.

Managing a task in the detail view

In the detail view you manage the following fields:

• Task description: the text of the task. Adjust or add to it if needed.
• Additional Information: further details on the task.
• Assignment type: Employee or Employee competence.
• Assignee: the employee or the employee competence, depending on the assignment type.
• Due date: the date by which the task has to be completed.
• Execution: how the task is carried out. Options: Call, Task at check-in, Task in the studio, Letter, Email, Other, Appointment.

When you are done, save the task.

To keep everything in view, you can also sort the tasks:

Creating a serial task from a member filter list

Available from 7 October 2026.

With a serial task you create the same task for all members of a member filter list in one step. Each member of the list gets their own task.

Prerequisites:

• Permission Manage tasks with the right Create
• Permission Manage member lists with the right Display
• The list is saved and its search results contain at least one member.

1. Go to Members / Member filter lists and open the saved list.
2. If you have changed the filters, click Update search results. As long as the search results are not up to date or the list contains no members, Create serial task cannot be selected.
3. Click Create serial task in the list actions.
4. Fill in the fields in the dialog: Task description (required), Additional Information, Assignment type, Assignee (required), Due date and Execution. Below the fields you see how many members the task will be created for.
5. Click Create.

The tasks are created in the background, and a progress bar shows that the creation is running. When it is finished, the list shows the message "Tasks created for X members." If tasks could not be created for some members, their number is shown with the note Failed.

You then process the created tasks like any other task in the Tasks menu item.

Filtering member lists by tasks

Available from 7 October 2026.

In member filter lists you can filter members by the status and the execution type of their tasks. The task filters can be combined with all other filters of the list.

1. Go to Members / Member filter lists and open a list or create a new one.
2. In a filter group, click Add and select one of the task filters from the table below.
3. Select the operator and the value.
4. Click Update search results.

Note: This article was created with the help of artificial intelligence and editorially reviewed.