Skip to main content
The Task manager tracks operational work across your facility — maintenance follow-ups, resident care tasks, administrative items, and more.

​
Create a task

Add a title, description, category, priority, assignee, optional resident link, and due date. Tasks start as open and move through in progress, completed, or cancelled.

​
Who sees what

  • Staff see tasks they created or are assigned to
  • Managers and Administrators see all facility tasks and can edit or delete broadly
Filter by status, priority, or search text. Share task URLs to jump directly to a specific record.

​
Dashboard shortcut

Use Create task from the Dashboard quick actions when permitted.

​
Export

Print a PDF detail sheet for a single task when you need a paper record.