Tasks
Doctors know what to finish before they leave
Tasks boards keep clinical and ops follow-ups visible — less “I thought someone else called the owner.”
Tasks on Professional and Hospital plans.
How tasks empower the team
Boards per clinic workflow
Stage work from to-do to done so managers see blockers without interrupting every consult.
- Boards your team owns
- Clear stages
- Less dropped follow-up
My tasks for each doctor
Each vet sees what is assigned to them — empower people without a side WhatsApp group for chores.
- Personal queue
- Branch-aware
- Visible ownership
Task reports — accountability without blame theatre
Open task reports alongside clinic performance so you assess whether follow-ups actually close.
- Task reporting
- Links to clinic performance
- Ownership you can coach on
Tasks questions
Is Tasks only for managers?
No. Boards help the whole team; My tasks is for each doctor and staff member.
Which plans include Tasks?
Professional and Hospital — confirm on Pricing.
See a board built for a vet team
We set up sample stages for follow-ups, labs and owner calls in the demo.