Assign tasks to your team

Tasks let you assign follow-ups to team members — for example call this patient back or chase a form. Tasks require Documenti to be connected to your clinic; without it, the Tasks page explains how to get set up.

Create a task

1. Open a patient card (or click Assign task in the top navigation from anywhere).
2. Click Assign task — the New Task panel opens on the right.
3. Choose Assign to — pick a team member.
4. Enter Task and optional Details.
5. Set Priority or an optional Due date if needed.
6. Click Send Task.

View your tasks

1. Open Admin → Tasks.
2. Use the filter bar: toggle Assigned to me, Created by me, or All; Pending or Completed.
3. Use the Due dropdown for Overdue, Today, Soon, or a specific date; use Sort for Newest or Due date.
4. Mark complete when done, or reply in Discussion to reassign or add notes.

Tasks in Documenti

When Documenti is connected, tasks stay in sync both ways. A task you assign in Clinic Membership appears in Documenti for the clinician, and tasks created in Documenti show on Admin → Tasks here. Due dates sync too. The assignee must use the same email in both systems — see Set up users in Documenti.

What happens next

• Connect Documenti to Clinic Membership

  Connect Documenti before tasks will sync.

• Set up users in Documenti

  Match staff emails so assignees appear in both apps.

• Add team members and staff logins

  Add team members to assign tasks to.

• Send aftercare emails

  Automate aftercare; use tasks for one-off follow-ups.