Task management software for training teams
Coursebricks is task management software for training teams at training providers. Every to-do sits on the course, deal or contact it is about, with an owner and a due date, so nothing falls through the gaps and follow-ups are created for you.
Keep every to-do on the course, deal or contact it is about.
Coursebricks links each task to the record it is about, with an assignee, a due date and a priority. Course and sales opportunity pages show their own tasks, so nothing falls through the gaps.
- Tasks on courses, opportunities, orders, contacts and registrations
- Course preparation checklists, such as confirming the room
- Tasks that count towards a course being ready to run
- Notes, tags and attachments on every task
Discuss each task in one thread, not across emails.
Your team comments on a task in Coursebricks and replies in a thread under it, so the whole conversation stays with the work.
- Replies kept under the comment they answer
- Files attached to comments and replies
- Private tasks only you can see
Show everyone what to do next, most urgent first.
Coursebricks gives every team member a My Tasks list with the most urgent tasks first, then sorted by due date.
- Four priority levels, from Urgent to Low
- Filters and search across every task
- Saved views such as room prep or sales follow-ups
- Your tasks on the dashboard
Get follow-up tasks created for you automatically.
A Coursebricks workflow can create a task when something happens, such as a new registration or a change to a sales opportunity. Each task is personalised and filed under the record it is about.
- Follow-up tasks for every new booking or deal change
- Titles and descriptions filled in with the right names
- A completed task keeps the deal's last activity date current
How to manage your training team's tasks in Coursebricks
Coursebricks takes a task from creation to completion in four steps, on the same records your team already uses for courses and sales.
- Step 1
Create the task
Add a title, an assignee, a due date and a priority. Add notes, tags or files, or keep the task private.
- Step 2
Link it to the record it is about
Link the task to a course, opportunity, order or contact. The course or opportunity page then shows the task with everything else about it.
- Step 3
Work through the list together
Each team member works from their My Tasks list, most urgent first, and discusses tasks in threaded comments.
- Step 4
Automate the tasks you create every time
Add a Create task step to a workflow so follow-up tasks appear on their own when a registration or opportunity changes.
Task Management Software for Training Teams FAQs
Task management software for training teams tracks who has to do what, by when, for each course and client. Coursebricks keeps each task on the course, opportunity or contact it is about, with an owner, a due date, comments and tasks created by workflows.
What is task management software for training teams?
Task management software for training teams tracks who has to do what, by when, for each course and client. Coursebricks is task management software for training teams. Each Coursebricks task has an owner, a due date and a priority, sits on the course, opportunity or contact it is about, and can be created automatically by a workflow.
How is Coursebricks task management different from a separate to-do app?
Coursebricks tasks live on the same records as your courses, opportunities, orders and contacts. A separate to-do app keeps tasks apart from that data, so someone copies details across by hand. In Coursebricks, each course and opportunity shows its own tasks, and workflows create follow-up tasks automatically.
Can I link a task to a course or an opportunity?
Yes. A Coursebricks task can be linked to a course, sales opportunity, order, contact, company, trainer, location or registration. Course and opportunity pages show their tasks, and a task can count towards a course being ready to run.
Can my team comment on a task?
Yes. Coursebricks tasks have comments and replies, so the discussion stays in one thread under the task. Comments and replies can include files.
Can tasks be private?
Yes. A private task in Coursebricks is visible only to the person who created it. Other team members do not see private tasks.
Can I filter tasks and save custom task views?
Yes. The Coursebricks task list has filters, search and saved views, and every team member starts with a My Tasks view. Tasks are sorted with the most urgent first, then by due date, and the dashboard shows your tasks too.
Can workflows create tasks automatically?
Yes. A Coursebricks workflow can create a task, for example a follow-up when an opportunity or registration changes. Task titles and descriptions are filled in with the right names, and you can preview them before the workflow goes live.
How much does Coursebricks task management cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. Task management is included with scheduling, bookings, payments, the CRM and workflows, plus unlimited admin licenses. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.