Tasks & Shopping Lists Section in Client Profile

The Tasks & Shopping Lists section in the Client Profile displays all client-related tasks and reminders associated with the client.

Keywords: client tasks management, client task tracking, care management tasks, client reminders, admin task allocation, client service tasks, care coordination tasks, client workflow management, client support tasks, task allocation system

The Tasks & Shopping Lists section allows users to create and manage tasks related to a specific client. These tasks help staff track reminders, administrative actions, and follow‑ups that need to be completed outside of scheduled services.

To view tasks from the Client Profile:

1. Open the Client Profile.
2. Select Tasks & Shopping Lists.

Tasks are activities or reminders related to a client that are not part of bookable services. They are separate from service bookings and are used to coordinate administrative actions, communication, or internal requests related to client care.

From this section, you can:

• View all existing tasks for the client
  
• View task details such as due date, description, and assigned staff member

• Create a new task using +Create New Task

Examples of tasks include:

• A reminder to call a client
• A task for someone in the admin team to complete
• A request for a staff member to visit the office for a specific item
• A reminder to call back a family member
• A request for a report or document to be sent
  

A table is displayed showing the details of each task for the client. The table includes the following information:

Column	Description
Task Name	The name or title of the task.
Due Date	The date by which the task should be completed.
Details	Additional information describing the task.
Task Type	The category or type of task. See Task Types and How To Use Them.
Allocated To	The staff member assigned to complete the task.
Allocated By	The user who created or assigned the task.

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