Tasks
Set up recurring activities for each client · forms, to-dos, medication rounds, assessments and file uploads · and record them on the web dashboard or the mobile app.
- Live
- Web and the mobile app
See it in action
How it works
Full guide in Help · 7 steps →Once you've clocked in, scroll down your dashboard to Current shift tasks. Pending shows what's still to do. The header counts what's done, and the chevron collapses the list.
Good to know
While you're clocked in, your dashboard shows Current shift tasks under My Shifts: the client's medications and the day's to-dos, with a count of how many are done. The same list is on the shift's own page.
A medication is recorded on a sheet, with what happened, the time, the supply check and your signature. A simple to-do is ticked off in one tap.
What it does
- Schedule a task daily, weekly, on set days, at the end of a shift or on demand.
- Link a task to a form so completing it records the response.
- Complete tasks on mobile during a shift, with a note kept on the completion.
- See completions on a schedule grid and open one to see its details.
- Get reminded when a task is due.
- For
- Coordinators · Support workers · Managers
- Works on
- Web and the mobile app
- Plans
- Every plan
Works with
Not sure where to start?
The care operations scorecard takes five minutes and shows which features would help your team most.