Hi there,

We've just shipped Task Management in Tacklit. It's something many of you have asked for, and we're pleased to get it into your hands.

Until now, keeping track of follow-ups, admin actions, and clinical to-dos meant using something outside of Tacklit. Spreadsheets, sticky notes, Slack threads, or standalone task apps. That meant context lived in one place and your tasks lived in another. Things got missed.

Task Management fixes that. You can now create, assign, and track tasks directly within Tacklit, linked to the clients and groups they relate to.

Create tasks from scratch or use templates so common workflows take a few clicks instead of a few minutes. Assign tasks to clinicians or clients. Set priority levels, categories, and due dates. Link related tasks together when they're part of a coordinated workflow. Every change is tracked with a full audit trail, so you always know what happened and when.

Admins can configure task categories and subcategories to match how your practice actually works, and create reusable templates so the tasks your team creates regularly come pre-filled with the right details.

This feature is enabled per account on request. If you'd like it switched on, get in touch with our support team and we'll have it live for you quickly.

Hi there,

Stop tab-juggling. Side View lets you work two screens at once; compare assessments while writing notes, keep your calendar pinned while you navigate client files, or check a referral document without losing your place. We call it Side View

Contact us to enable it on your account.

Learn more here - https://support.tacklit.com/en/articles/14014076-tacklit-360-careos-side-view-feature