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Tasks & schedule

Overview

Operations → Tasks and Schedule track who does what and when—vet runs, puppy photos, paperwork, or facility checks.

Workflow

  1. Create tasks with clear owners and due dates.
  2. Use schedule for time-bound appointments.
  3. Close items when done—open loops multiply.

Practical note

If only one person knows the task, vacations will hurt.

Admin setup

Configure Schedule categories, visit services, rooms, and optional care rules before staff rely on the calendar.

Advanced options

Schedule & Tasks applet mirrors calendar for floor staff. Task tags via Task Tags. See Task & schedule detail.

Troubleshooting

Double-booked room: check schedule event times and room assignment. Mystery tasks: review care rule automations.