Tasks

Tasks in Time To Pet are a versatile way to create assignable reminders directly in your Dashboard. A task has a description, an optional due date, an optional assignee, and an optional client or staff member linked. Tasks are only visible in the Dashboard and are only visible and able to be assigned to Admins and Office Managers. 

Creating A New Task

There are three types of tasks that you can create: A general task assigned to admins and office managers, a staff task, and a client task. 

To create a general task:

1. Navigate to the Tasks page (you can also get there by clicking the bell icon in the upper right corner and selecting "View All Tasks").
2. Click the "Add Task" button and then select "Create General Task."
3. Fill out the Description, who to assign the task to (to not assign to anyone in particular, select "Any Admins/Office Managers"), and select an optional due date.
4. Click "Save."

To create a task for an Admin or Office Manager:

1. Navigate to the staff member's profile.
2. Click the "Add Task" button beneath the staff member's name.
3. Fill out the Description, who to assign the task to (to not assign to anyone in particular, select "Any Admins/Office Managers"), and select an optional due date.
4. Click "Save."

Uncompleted tasks will also appear on a staff member's profile.

To create a task assigned to a client:

1. Navigate to the client's profile.
2. Click the "Add Task" button beneath the client's name.
3. Fill out the Description, who to assign the task to (to not assign to anyone in particular, select "Any Admins/Office Managers"), and select an optional due date.
4. Click "Save."

Uncompleted tasks will also appear on a client's profile.

Completing A Task

Completing a task will remove it from the client or staff member's profile (if linked to a specific client or staff member) and the tasks notification icon in the top right corner of the Dashboard.

1. Navigate to the Tasks page or the client or staff member's profile.
2. Click on the task to open it up.
3. Click the "Complete Task" button.

Reviewing Task History

To view a history of all tasks that have been completed, click on the notification bell in the upper right-hand corner of the screen and then click on "View All Tasks" at the bottom of the window that pops up.

This will open a new screen that will allow you to filter by the date, status, and staff members that tasks have been assigned to. You will also be able to view unassigned tasks from this screen, as well.

A Note About Due Date

All tasks that have not been completed will be visible on the client or staff member's profile (if linked to a particular client or staff member) and via the task bell in the top right corner:

All tasks are sorted by due date, with the earliest due dates being shown first. All tasks without a due date will be shown after all tasks with a Due Date.

Tasks that are Past Due will be highlighted in red.

Tasks that are Due Today will be highlighted in orange.

Tasks that are due in the future or have no due date will be highlighted in blue.

Enabling Or Disabling The Daily Task Email

You can have a daily summary email sent out every day with open tasks that are past due or due within the next three days. By default, this is disabled.

To change the Daily Task Email settings:

1. Navigate to the staff member's profile that you want to enable or disable the Daily Task email and click on the blue "View Settings" and then click on the "Details" tab:

2. Scroll to the bottom of the Details tab and change "Daily Task Email" to "Yes, Each day I have tasks due" or "No, never send daily task email." Then click the "Update Staff" button to save the changes: