Creating a Task

Step-by-step: how to create a task, assign it to a team member, set a deadline and add notes.

add_taskCreate New Task Form

Create tasks for yourself or assign them to any team member directly within ClinicSoftware. Link tasks to a specific client, set a due date and priority level, add context notes, and attach files. Integrated reminders ensure nothing is forgotten and all tasks stay visible in the team overview.

How It Works

Click the + Task button in the Tasks module or from any client profile

Enter the task title, description, and any relevant notes

Set the due date, priority level, and assign it to a staff member

Link the task to a client record if applicable and click Save

Key Features

create Quick-Create Task Button

create Client Record Linking

create Due Date & Time

create Priority Levels (Low/Normal/High)

create Staff Assignment

create File Attachment

create Reminder Notifications

create Recurring Tasks

Pro Tips

lightbulb Create a task immediately for every follow-up action from client consultations

lightbulb Use descriptive task titles so the assignee understands what to do without opening the detail

lightbulb Set reminders 1 hour before due time for time-sensitive tasks to prevent last-minute scrambles