Task Management

With the task management in TheraTap, you organize upcoming activities for yourself and your team. Assign tasks to specific people, patients, or contacts and stay on top of things with due dates and status indicators.

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At a Glance

Team Assignment

Delegate tasks to individual team members and keep track of their progress.

Due Dates

Set deadlines with date and time. Overdue tasks are automatically highlighted in red.

Patient Reference

Link tasks directly to an animal or contact — ideal for follow-up examinations and callbacks.

Dashboard Widget

Open tasks appear directly on the dashboard — for a quick overview at the start of the day.

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Overview

Each task can contain the following information:

• Title – Short description of the task
• Description – More detailed information or instructions
• Due date – Date and optionally time
• Assigned person – Team member who should complete the task
• Patient – Optional reference to an animal
• Contact – Optional reference to a pet owner

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Creating a Task

1. Open the tasks page

   You can access the task management via:

   • Menu → Tasks – Central task list
   • Dashboard – Widget with open tasks
   • Patient record – Tasks related to a patient
   • Contact view – Tasks related to a contact

2. Create a new task

   Click + New Task and fill in the fields:

   • Title (required)
   • Description (optional)
   • Due date and time (optional)
   • Assigned team member (optional)
   • Patient and/or contact (optional)

3. Save

   The task appears in the task list and the dashboard widget.

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Managing Tasks

Marking a Task as Complete

Click the checkbox next to a task to mark it as complete. Completed tasks can be shown or hidden using the filter.

Overdue Tasks

Tasks whose due date has passed are highlighted in red. This way, you can see at a glance what needs to be done urgently.

Sorting and Filtering

The task list offers various sorting options:

Sorting	Description
Title	Alphabetically by task name
Due date	By due date
Patient	By assigned animal
Contact	By assigned contact

Additionally, you can show or hide completed tasks to focus on open ones.

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Tasks on the Dashboard

A widget on the dashboard displays your open tasks. This gives you an immediate overview of upcoming activities at the start of the workday.

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Tasks in Patient and Contact Records

In the patient record and contact view, you will find a dedicated section for tasks assigned to the respective patient or contact. Here you can:

• Create new tasks with a direct reference
• View and edit existing tasks
• Mark tasks as complete

Tip

Use tasks with patient references to plan follow-up examinations, callbacks, or material procurement. That way, nothing slips through the cracks.

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Editing or Deleting a Task

• Edit: Click on a task to open the form and make changes.
• Delete: Click the delete icon. A confirmation prompt appears before permanent removal.

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Related Topics

• Calendar
• Team management
• Contacts & patient records