💡 Adding and updating tasks in appointment details is available on all Boarding & Daycare plans.
💎 Ultimate plan only: The Task Management Center is available on the Ultimate plan. It gives you a dedicated space to view all tasks across your facility, with status tracking, notes, and bulk actions.
Task Management gives your team a central view of all daily tasks for pets currently in your care. This article covers how to navigate the Task Management Center, assign tasks to staff, and update task status.
See the Task Management overview 👈 for a full introduction to the feature.
How it works
Tasks appear in the Task Management Center grouped by Category or Schedule — toggle between the two views depending on how your team prefers to work.
View | What it shows |
Category | Tasks grouped by type — Feeding, Medication, Activities |
Schedule | Tasks grouped by time of day — AM, Noon, PM, Unassigned |
Tasks are created automatically when feeding or medication schedules are added to an appointment, or when add-ons are added without an assigned staff member.
You may not directly add a task through the task management center. To add task, see How to set up and log feeding and medication tasks 👈 from the appointment details.
Navigate to the Task Management Center
Go to the Home view from the main navigation.
Click Tasks at the top of the Home view to open the Task Management Center.
Select Category or Schedule to switch between grouping views.
You can filter the task list by Status, Care type, and Staff using the filter bar at the top.
Assign tasks to staff
You can assign a task to a specific staff member directly from the task row by clicking Assign staff.
You can also bulk assign tasks to the same staff member:
Click the checkbox next to one or more tasks to select them.
Click Bulk Assign from the Task Actions bar that appears at the bottom.
Select the staff member to assign the tasks to.
Complete or update a task
Click the checkbox next to a task to select it.
Choose an action from the Task Actions bar:
Mark as Completed — marks the task done and updates the workflow.
Mark as Incomplete — flags the task for follow-up if it wasn't finished on time.
Add note a task
Click + button on the task.
Add activity note
Sort tasks by lodging
If your facility has multiple rooms or buildings, you can sort the task list by lodging unit to help staff work through tasks in physical order.