Everyday coaching2 min · For coaches

Keep track of your follow-ups

Create private workspace tasks for coaching work.

The next action has an owner and a place to live.

1
Create a task
Open Tasks and choose New task, or use the quick-add field.
2
Give it context
Add a title, due date and the responsible teammate. Link a client when relevant.
3
Close the loop
Save the task. Return to mark it complete when the work is done.

A helpful detail

Workspace tasks are private to the owner and assigned teammate. Clients do not see them.

Progress stays in this browser.

Create a task