Give follow-ups an owner, a date and the client context they need. Work from a focused list or a board, without starting recurring admin from scratch.
Add a clear task, link the relevant client and assign it to the right person. Due dates, descriptions and incomplete or completed views keep the practical details with the work.
Smart boards group tasks by fields such as due date or assignee. Custom workflow boards give your team named lists of its own, with personal or shared boards and templates to start from.
Create repeating tasks for regular work, from daily checks to fortnightly follow-ups. Show dated tasks on the calendar and mark an occurrence complete when it is done; the repeating series handles the next one.
Yes. Custom workflow boards support named lists, colours and ordering. Boards can be personal or shared; creating and managing shared boards depends on permissions.
On a smart board, an allowed move updates the field used for grouping, such as due date, assignee or status. On a custom workflow board, moving a card changes its list, not its task status. Mark the task complete separately.
Every day, weekdays, weekly, fortnightly, monthly and yearly. A repeating task needs a due date to anchor its schedule. The task's creator manages the repeat settings.
Explore To-do Lists in the context of your whole practice.
