Tasks
Tasks is a lightweight action list for instructors. Tasks can be created automatically by the system (e.g. when a GoCardless mandate is ready) or manually. Nothing critical happens without a human making the call.
Accessing Tasks
The Tasks tile is in the Admin section of the home screen. The tile shows a badge with the number of pending tasks when there is something to action.
Task lifecycle
| Status | Meaning |
|---|---|
| Pending | Needs action |
| Completed | Marked done by an instructor (recorded with timestamp and user) |
| Dismissed | Acknowledged but not acted on (e.g. not applicable) |
From a pending task you can:
- Mark done — records who completed it and when
- Dismiss — removes it from the pending list without logging a completion
Toggle the button in the top-right of the Tasks view to switch between Pending and Done lists.
Automatic tasks
GoCardless mandate ready
Trigger: Parent completes GoCardless mandate setup via the membership form
Task created: "Set up GoCardless subscriptions for [First Last]"
The task includes the mandate ID, the student's class, and instructions to create:
- A monthly training subscription in GoCardless
- An annual Membership/Insurance subscription in GoCardless
This task fires as soon as the mandate is created — the mandate is immediately usable in GoCardless, so there's no need to wait.
Task categories
| Category | Used for |
|---|---|
GOCARDLESS | Payment and mandate actions |
COMMS | Communications to review or send |
GENERAL | Everything else |
Task priority
| Priority | Badge colour |
|---|---|
HIGH | Red — needs prompt attention |
NORMAL | Grey |
LOW | Light grey |
Automatic tasks for GoCardless mandates are always created as High priority.