Tasks

Assigned to a person or a team, and easily reassigned if they are absent from work.

Tasks with categories, due dates and statuses, linked to the person or service they are about. Team leaders see their whole team’s tasks and can reassign, so work does not disappear with the person who was holding it.

Tasks Family support team

Due date beforeCategoryStaffTeamStatus

Team tasks

Seen by the team leader, as well as the person assigned.

Administration Check service referral for complementary therapy In progress Due 16/07/2026· Assigned to A. Mensah· Created by L. Doyle

Equipment Chase the equipment assessment New Due 17/07/2026· Assigned to A. Mensah· Linked to Ella Marsh

Family support Prepare panel pack Completed Due 10/07/2026· Assigned to Family support team· Completed by L. Doyle

A. Mensah is off sick. The team leader has moved both tasks to the team.

Category, due date, status, and who it sits with. An owner and a watcher on every task. The work moves. It does not go with the person.

How it works

A task belongs to the service, not to an inbox.

Assign a task to yourself, to a colleague or to a whole team.

1It has a home

Categories, due dates and a status.

New, in progress, completed — and a linked person or team.

2It has an owner and a watcher

Assigners monitor what they set.

Team leaders see everything their team holds.

3It survives absence

Reassign when somebody is away.

The work carries over when a staff member is away.

Service referrals raise their own tasks and actions, so a referral to family support becomes a tracked piece of work rather than a note in a meeting.

Kept moving

Every task carries its own history.

Notes, actions and the person it concerns all travel with the task.

Your own categories and statuses. The task types, and the stages the work moves through, are set to match the language your service uses, so filtering and reporting makes sense.
The whole thread stays on the task. Notes and actions collect on the task itself, and care notes can be attached to it, so whoever picks it up knows where to begin.
Who sees what is yours to set. Access to tasks is permissioned by role like the rest of the record, so a team leader, a co-ordinator and a visiting professional each see the part that belongs to them.

In the module

What our care task management software covers

Assign anywhere

To yourself, a colleague or a whole team

Due dates

With status through new, in progress and done

Linked to a person

So the task sits with the record it concerns

Team leader view

Everything the team holds, in one place

Reassignment

When somebody is off, the work moves

Notes and actions

A running log against each task

Toolbar count

What you are carrying, without opening a record

Why it matters

What tracked tasks are worth

Reputation

The thing you promised a family actually happens

When things fall through the cracks, it is not because nobody cared but because the information lived in one person’s head, and that person was not available. A task with an owner, a due date and a team leader who can see it is the difference between a family being called back and a family calling you.

Compliance & governance

A record of who was asked

Each task carries its own notes and actions log, so what was asked, by whom and what happened next is written down.

Staff retention & morale

Handover that survives absence

A team leader can reassign an absent colleague’s tasks in one place, rather than the team discovering the gap a week later.

Capacity, equity & mission

Time to allocation, measured

Tasks have dates from assigned to completed. This is a genuine KPI rather than an impression.

Life of a task

Four steps, and a log at every one.

Raised

By a person, or by a service referral

Assigned

To a person or a whole team

Worked

With notes and actions recorded against it

Completed

Or reassigned, and still visible

A patient's needs are reminded and actioned. Never miss a task again.

Questions services ask about tasks

Can a task be given to a team rather than a person?

Yes, and that is usually the better choice for work that must not depend on one individual. The team leader can then allocate it, and anyone in the team can pick it up. Because the task belongs to the team, a handover, a shift change or a period of leave does not lose track of it.

What happens when someone is absent from work?

Team leaders can see every task their team holds and reassign them, which is the main reason the team view exists. The work moves to whoever is on that day with its notes and actions intact, so the person coming back finds a record of what happened while they were away.

Can we set up our own task categories and statuses?

Yes. The categories, and the stages a task moves through, are yours to set, so they match how your service already talks about work. Because they are your own categories, they also give you something meaningful to filter and report on later.

Can we see tasks we have set for other people?

Yes. you monitor the tasks you set, so following something up does not depend on remembering to ask. You can see the status of anything you have handed over, and a team leader sees the same view across everyone on their team, which is what makes it usable for oversight as well as for the work itself.

Are tasks linked to the person they are about?

Yes, a task can be linked to a patient or family member, so it sits with the record rather than floating in a list. Service referrals also generate their own tasks and actions log automatically, which means a referral to family support becomes a tracked piece of work with a time-to-allocation figure behind it.

Can we report on tasks?

Yes, through categories, statuses and due dates, and anything more specific through the Report Builder.