Manage daily tasks

Tasks are a shared to-do list for your team, for things like "Give Bruno his 2pm meds" or "Deep-clean kennel 4". Open Tasks in the sidebar, or go to /app/tasks.

Who can do this: every role can see tasks and tick them off. Creating tasks needs "Create / edit bookings" (every role except Staff by default). Only Owner, Admin and Manager can delete tasks.

Find your tasks

The header shows how many tasks are open and overdue. Use the tabs to filter:

• All open: every task that isn't done.
• Mine: open tasks assigned to you.
• Overdue: open tasks whose due time has passed.
• Done: the 100 most recently completed tasks.

Open tasks are grouped under Overdue, Today, Upcoming and No due date. Overdue times are shown in red, and the assignee's avatar appears on the right.

Create a task

1. 1Click New task.
2. 2Enter a Title and any Details.
3. 3Choose who to Assign to. It defaults to you. Pick — Anyone — to leave it open to the team.
4. 4Set the Due date (it defaults to today) and Time. If you leave the time blank, the task is due at 6 PM.
5. 5Optionally link a pet. Search for the customer, then tap the pet's chip.
6. 6Click Add task.

Complete, reopen or delete

• Tap the circle next to a task to mark it done. Tap it again on the Done tab to reopen it.
• To delete, click the bin icon. You'll be asked to confirm. The bin only shows for Owner, Admin and Manager.

Good to know

• Tasks belong to the branch you were working in when you created them, and show in that branch.
• Clearing the due date files the task under No due date.

Tip: Ask the team to check the Mine tab at the start of each shift, and managers to check Overdue before closing.