Managing your daily tasks and team assignments has never been easier. Our intuitive Task Feature is designed to keep your practice organized, efficient, and on track.
Key Benefits of the Tasks Feature
- Create Tasks: Easily assign them to yourself or team members.
- Flexible Details: Add as much detail or keep it brief — whatever suits your workflow.
- Reminders that Work: Set reminders to notify you before a task is due.
Smart Reminders for Better Results
To ensure important assignments aren’t overlooked, reminders are sent directly to your team:
- Text Reminders: For practices enrolled in our text program
- Email Reminders: Ensuring no one misses a deadline
Designed to Fit Your Workflow
The Task Feature includes four convenient tabs to help you manage your work efficiently:
- Add Task: Create and assign them with ease
- Pending Tasks: Track active and upcoming responsibilities
- Completed Tasks: Keep a record of finished work
- Team Tasks: View what your team is working on in one organized space
Task Visibility for Better Control
As the administrator, you decide who can see which tasks. Team members will only have access to the items you assign or approve them to view.
Overdue Tasks Get Noticed
To help ensure overdue duties receive the attention they need:
- Overdue items are highlighted in the task list
- A reminder notification appears in the top left corner of the screen until the task is marked complete or dismissed
Boost Productivity and Efficiency
Whether you’re assigning work to your team, building weekly action plans, or just organizing your own priorities, the Task Feature is designed to keep your practice running smoothly.
Start using the Task Feature today and experience a new level of organization and accountability in your practice.
Call us now at (866) 742-7397 to schedule a demo.