What's left to do after the session, already written
The promised exercise sheet, the follow-up to send, the question to prepare: these are your follow-ups, not the client's. Klarity spots them in the session, links them to the right file and puts them in one queue, with a due date.
To do
Your work queue: sessions that need an action and your coaching tasks, in one place.
Three tasks to handle today, including one overdue since the last session.
The problem
Follow-up between sessions shouldn't live on sticky notes.
“He was going to keep me posted.”
A commitment made in session, written down nowhere: three weeks later, no way to know where it stands.
“I was supposed to send that back.”
Follow-ups and promised sheets pile up in your head, until one slips through.
“It's written down… somewhere.”
A notebook, a task app, a draft email: three places for one list, none of them linked to the client's file.
Where tasks come from
You only write the ones nobody said.
Every task carries its origin: the session that produced it, the commitment it stems from, or your own hand. You always know why it is there.
Suggested after the session
"Send the promised exercise sheet", "prepare questions on the identified blocker": what you said you would do, extracted with a due date. You approve or dismiss.
From a client commitment
A commitment made by the client becomes your follow-up task: check, follow up, reopen the topic at the next session. The link stays visible with the client file.
Written by you
From the queue or from the client file, in one line. With or without a due date, with or without a client attached: the queue also takes what concerns no one in particular.
One single queue
Sessions to review and your tasks, in one place.
Two tabs, one screen: what awaits your approval, and what you have to do. The counter in the sidebar is your remaining work for the day, nothing else.
- Filters by due date: today, this week, later, no date
- Filters by client and by group
- Favorites for what must stay in sight
- Overdue flagged, never drowned in the list
Tasks · client file
What you have to do for this client, written by hand or suggested after a session.
From the memory chat
An analysis that ends in an action.
When an answer from the memory chat leads to something to do, tasks are created and attached to the client right from the conversation. The analysis doesn't stay a reading.
At session 3 on June 2, you suggested a concrete marker: rating her Sunday-evening emptiness from 0 to 10. Today, at session 8 on September 1, the barometer is almost always at 1 or 2.
Analysis based on 4 sessions · from April 2026 to September 2026
What the queue handles for you.
Due dates
Dates suggested
An extracted task arrives with a plausible due date, which you correct in one click.
Overdue
Flagged in plain sight
A missed due date is marked in the list and surfaces in the day's filter.
Attachment
To the client or the group
The task appears in the general queue and in the relevant file, without duplication.
Favorites
What matters stays visible
A star is enough to keep a task from sinking down the list.
Morning brief
Picked up every morning
Your sessions of the day and your overdue tasks, gathered at the start of your day.
Sessions to review
The second tab
Summaries awaiting your approval, in the same queue as the tasks.
Done
Kept, not erased
A checked task leaves the active list but stays available in its filter.
No client
Your own tasks
Practice journal, supervision, admin: the queue takes what has no file.
What it changes
Nothing gets lost between two sessions anymore.
What gets lost is almost never the session itself: it is the follow-up promised in the last five minutes. It is now written before you have closed the window.
What coaches ask us
How do I keep follow-up between two coaching sessions?
With one single work queue: every follow-up (suggested after the session, stemming from a client commitment, or written by you) lands there with a due date and its link to the client file. You open the queue and know what's left to do.
Are tasks created without my approval?
Suggestions are proposed, never imposed: you keep them, edit them or dismiss them. Nothing is sent to the client.
What's the difference between my tasks and the client's commitments?
Commitments are what the client said they would do: they live in the client's file and you note whether they were kept. Tasks are your own work, with a due date; a commitment can generate a follow-up task, like checking in or following up at the next session.
Does my client see their tasks?
No. These are your coaching tasks. The client's commitments live in their file and only appear here as follow-ups for you to handle.
Can I use my own task tool?
Nothing stops you, but the point of the queue is the link to the client file and the source session, which an external tool cannot reconstruct.
Connect your calendar. The first session is in memory tonight.
A few minutes of setup, then Klarity works in the background: capture, summary, memory and the next session's briefing.
Go further
The rest of the Klarity ecosystem
- 05FeatureOne living file per client,Client tracking for independent coaches: one file per client, kept by the sessions. Trajectory, goals, commitments, themes. You open the file and know where you stand.
- 06FeatureAsk a question. Get an answer that cites your sessions.Ask your practice's memory a question like you would a colleague: 'Where is this client at?'. Klarity answers, sourced from your past sessions.
Coaching practiceMeasure client progress in coaching: a practical methodHow to measure client progress in coaching: what to track, how to review it over time, and why longitudinal memory makes the difference.
Coaching practiceManage many coaching clients without losing qualityHow to manage many coaching clients while keeping full presence: centralise client memory, build pre- and post-session routines, and scale without burning out.
