Tasks help your team break work into small, actionable items you can create, assign, and complete, without ever leaving Lupa!
Where to Find Tasks
You’ll find Tasks in the Notifications space:
Notifications → Tasks
What You Can Do with Tasks
At a glance, Tasks let you:
✅ Create tasks for yourself or teammates
📝 Assign tasks and set details (title, category, due date, description)
🔗 Link tasks to a pet or client (when relevant)
📊 Track progress (Active vs Completed)
✔️ Complete or dismiss tasks when done
Creating a Task
Go to Notifications → Tasks
Click New Task (or the ➕ button)
Fill in the basics:
Title: what needs doing
Category: whichever is applicable
Assign to: yourself or a teammate
Due date: optional
Description: add context or instructions
Link: to a pet/client if it helps the assignee act faster
Click Create
Pro tip: Keep titles short and action-oriented (e.g., “Call owner about refill”). Use the Description for extra details.
Viewing, Filtering, and Sorting Tasks
In Notifications → Tasks, you can filter to focus on what matters most:
Assignee: me, a teammate, or anyone
Status: Active, Completed
Category: External Comms, Prescription
Due date: today, this week, overdue (if available)
Updating or Completing a Task
Click on a task to open its Task Details
Review Description, linked pet/client, and due date
When finished, click Complete
If the task is no longer needed, choose Dismiss (if enabled)
That’s it! 🎉
Start your day in Notifications → Tasks and check back throughout the day to stay on top of your work.