The Task Manager
The Task Manager is where you assign work to your staff and see, at a glance, everything your team owes. Open it from Task Manager in the sidebar. It brings two things together: the tasks you hand out to specific people, and the system-tracked items your team is responsible for — so you have one oversight surface instead of chasing separate screens.
The Task Manager is for supervisors, practice managers, and admins — the roles that assign and oversee work. The staff you assign tasks to see them in their own Tasks panel; see Your tasks.
Assigning a task
Click New task, then:
- Choose the staff member it's for.
- Set a priority — low, medium, high, or critical.
- Add a due date — optional.
- Link a case — optional, and you can only link a case that person is actually assigned to, so the task and the case stay connected.
- Write the task — a short description of what needs doing.
Save it, and it lands in that person's task list right away. High and critical tasks also notify the assignee so nothing urgent slips by; low and medium tasks appear quietly in their list.
The team view
The landing screen is a grid of staff cards. Each card shows the person's name and three counts:
- Open — assigned tasks they have open.
- Due — time-sensitive compliance items coming due.
- To review — oversight items (unfinished drafts, work returned for revision, credentials, and the like).
A card is outlined in red when that person has something overdue or a critical task waiting — a quiet signal for where to look first. Use the search box to jump to a specific person.
Team vs. Agency: by default you see your team — the staff who report to you. Practice managers and admins also get a Team / Agency switch; Agency widens the grid to everyone in the agency.
Drilling into a person
Click a card to open that person's page. It has two parts.
Assigned tasks — the tasks assigned to them. Where you have the authority, each open task has Edit and Cancel. Tasks you can't act on show as read-only with a note of who assigned them — you can still see everything, you just manage what's yours to manage.
Compliance — the system-tracked things this person is responsible for: overdue monthly reports, home-safety audits due, first contacts pending, treatment-plan reviews, plus their unfinished drafts, work returned for revision, credentials needing attention, and supervision sessions awaiting signature. These split into Due (time-sensitive) and To review (oversight). Each one links to the source document — click it to open the thing that needs doing.
Compliance rows are there for awareness — you don't complete them from the Task Manager. Click through to the document (the overdue report, the unfinished draft, the expiring credential) and handle it there. Once it's resolved, it drops off the list on its own.
Keeping track and clearing the clutter
On a person's page, the Open / Completed / Cancelled tabs let you see where their assigned tasks stand. When there's cleanup to do, Archive all tidies away the completed or cancelled tasks in one step.
Archive all only clears the completed or cancelled tasks you assigned — never tasks someone else handed to that person. It's a tidy-up for your own list, not a bulk action across everyone's work.
What you can see vs. what you can manage
Two boundaries worth keeping straight:
- You can see every task assigned to your team — including ones another supervisor or a practice manager handed to your staff. That's the point: complete oversight.
- You can only edit or cancel the ones you have authority over — the tasks you assigned, or (for practice managers and admins) any task. Everything else is read-only. The rule is simple: you see it all, you manage what's yours.
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