BusinessLive · in the productQueue & board

Team Tasks

Who does what by when — assigned, remembered, escalated.

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What it is

The clinic’s to-do list that survives a busy day. A task goes to one person or to a role, carries a due time, a checklist and the record it is about, and keeps an append-only history of everything that happened to it. Daily and weekly chores — the opening checklist, the stock count, the statutory filings — materialise themselves each morning from templates. An overdue task escalates up the ladder instead of dying quietly, and a task handed to you by name rings your bell. Handover means the work moves with its history, not that it evaporates.

Who uses it: Built for: Every specialty
Reads: The records tasks point at
Writes: Tasks, task history, recurring templates
Never: It never closes or reassigns work silently — every change is a written event with a name on it.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Templates stop materialising and boards close. Task history stays queryable for audit.

How it works

Read the boardThe board gives one row per person or role with what is open, what is overdue and what got done this week; overdue is computed in the SELECT from the due time, never stored.
Assign a taskA task carries a title, detail, a due time and a priority, and goes to exactly one person or exactly one role — the service refuses both or neither.
Reassign, finish or cancel itReassign moves an open task to somebody else, Done closes it, and cancelling records why; a closed task is not reassigned — open a new one.
Read the historyEvery move between people and states writes an event in the same transaction, and the history shows every desk the task crossed and every comment, with a box to add another.
Let the recurring checklists appear on their ownA template names the checklist, the role it goes to, the cadence and the hour it is due, and its items are written as a comma-separated line — switching one off stops it without deleting what it already raised.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It never closes or reassigns work silently — every change is a written event with a name on it.

AI in Team Tasks

AskQuestions about what is on screen — “What needs attention in Team Tasks today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

Team Tasks — Team Tasks — Assign work with due dates and escalation — 01Team Tasks — Assign work with due dates and escalationCaptured from the running demo clinic

01Team Tasks — Assign work with due dates and escalationCaptured from the running demo clinic

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Questions clinics ask

What does Team Tasks do?

Who does what by when — assigned, remembered, escalated. The clinic’s to-do list that survives a busy day. A task goes to one person or to a role, carries a due time, a checklist and the record it is about, and keeps an append-only history of everything that happened to it. Daily and weekly chores — the opening checklist, the stock count, the statutory filings — materialise themselves each morning from templates. An overdue task escalates up the ladder instead of dying quietly, and a task handed to you by name rings your bell. Handover means the work moves with its history, not that it evaporates.

What data does Team Tasks read and write?

Team Tasks reads the records tasks point at and writes tasks, task history, recurring templates. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does Team Tasks deliberately not do?

It never closes or reassigns work silently — every change is a written event with a name on it.

What happens to our data if we uninstall Team Tasks?

Templates stop materialising and boards close. Task history stays queryable for audit.

Is Team Tasks available today?

Yes — Team Tasks is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see Team Tasks running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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