Task boards
Organise jobs by team, location or service. Use shared boards for opening, closing, reception and appointment preparation.
Find the right list for the job
In Managed: Shared task boards
Give every team task an owner and next step
Keep daily jobs, callbacks and handovers in a shared task list. See who is responsible, when it is due and what still needs attention.
Shared tasks require Starter or Growth. Create a Free workspace, then choose your paid plan in the app.
Make the work between appointments clear
Keep each job, owner and due date visible between appointments.
Owners and due dates
Give each job a named owner and a due date. Leave the details they need to complete the task.
Know who is taking care of it
In Managed: Task assignment
Task status
Show what is waiting, underway or complete. Check completed work before assigning more and leave the next shift a clear handover.
Make the next handover clear
In Managed: Shared completion status
Overdue work
Find blocked or overdue tasks. Decide where a colleague needs help and who will handle the next action.
See where a colleague needs help
In Managed: Task progress
Set the job, assign it and check progress
1
Add the task
Write what needs doing and add the relevant details. Choose the shared board for the job.
2
Assign an owner and due date
Choose a responsible person and deadline. Keep both visible to colleagues as they plan the day.
3
Check progress
Update progress and review blocked or overdue work. Leave unfinished tasks with an owner for the next shift.
Start using team tasks
Create your Free workspace
Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
£0 subscription
Add a shared task list
Choose Starter or Growth for task boards, owners and due dates. Use team permissions to give colleagues the access their role needs.
Starter & Growth
Questions about team tasks
Make tomorrow’s jobs clear today
Give colleagues a clear task list and a handover they can pick up tomorrow.