Volition 1
Tasks keep the team’s follow ups out of sticky notes. Open Tasks and click New Task.
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Describe what needs to be done.
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Assign it to team members, or pick Anyone to leave it in an unassigned queue for whoever’s free.
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Tasks can be linked to a patient, appointment, invoice, or product, so the context is one click away. Add checklist items for multi step jobs.
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Click Create Task.
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The task appears in the list with its checklist progress. The sidebar filters show everything, just yours, due today, and overdue — and tasks pop up on the dashboard too.
Queues for shared work
Assign a task to Anyone (unassigned queue) with a Queue name like “Reception” — whoever picks it up first owns it, and nothing sits in one person’s inbox while they’re on leave.