Create tasks for yourself or assign them to any team member directly within ClinicSoftware. Link tasks to a specific client, set a due date and priority level, add context notes, and attach files. Integrated reminders ensure nothing is forgotten and all tasks stay visible in the team overview.
Как работи
01
Click the + Task button in the Tasks module or from any client profile
02
Enter the task title, description, and any relevant notes
03
Set the due date, priority level, and assign it to a staff member
04
Link the task to a client record if applicable and click Save
Ключови характеристики
Quick-Create Task Button
Client Record Linking
Due Date & Time
Priority Levels (Low/Normal/High)
Staff Assignment
File Attachment
Reminder Notifications
Recurring Tasks
Професионални съвети
Create a task immediately for every follow-up action from client consultations
Use descriptive task titles so the assignee understands what to do without opening the detail
Set reminders 1 hour before due time for time-sensitive tasks to prevent last-minute scrambles