Open the member's profile and click Task, or click + on the Tasks panel on Club Overview. Type what needs doing, choose the staff member under By Whom?, and add the task.
How do I add a task from a member's profile?
Open the member's profile from Contacts.
Click the Task button. The New task window opens.
In What do you need to do?, type the task.
In When?, set when it's due. It starts at the current date and time.
In By Whom?, choose the staff member, or leave it as - unassigned -.
Click Add task.
The task appears in the Tasks panel on the member's profile. Tick it to mark it complete, or click the bin to delete it.
How do I add a task from Club Overview?
On Club Overview, click + on the Tasks panel. The New task window opens ("Add something to chase").
In FOR, choose the member.
In WHAT DO YOU NEED TO DO?, type the task.
In WHEN?, set when it's due. It starts at 23:59 today.
In BY WHOM?, choose the staff member from the list, then add the task.
💡 Tip: Adding a task to a prospect also puts them in your Sales Funnel at New Enquiry.
Where do I see all my tasks?
Go to Communication > Tasks. Use the filters to narrow the list: All, Overdue, Assigned to Me, Membership Alerts, Due Today and Upcoming.
Can I get back a task I dismissed by accident?
No. Dismissing a task deletes it permanently, so it can't be restored. Before it goes, ClubRight asks you to confirm: "This will permanently dismiss the selected task. This action cannot be undone." A dismissed task doesn't show under the completed tasks on the member's profile either.
If you dismiss a task by mistake, add it again from the member's profile. See How do I add a task from a member's profile? above.
⚠️ Note: Before you click Dismiss selected or Dismiss all on Communication > Tasks, check which tasks are ticked. Dismissed tasks can't be brought back.