Task Planner
Assign and track administrative tasks so nothing falls through the cracks.
Creating Tasks
- Navigate to Task Planner in the sidebar
- Click + New Task
- Enter task title, description, and due date
- Assign to a staff member (or keep unassigned)
- Set priority (low, medium, high, urgent)
- Optionally set as recurring (daily, weekly, monthly)
- Save — assignee receives notification
Task Statuses
- Pending: Not yet started
- In Progress: Currently being worked on
- Completed: Marked done by assignee
- Overdue: Past due date (highlighted in red)
Common Task Examples
- Monthly fire drill documentation
- Bi-monthly medication counts
- Quarterly objective progress reports
- Staff certification renewal reminders
- Monthly client fund ledger reconciliation
Tip: Use recurring tasks for routine compliance items to ensure they're never forgotten.
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