Skip to main content

Pet Tasks Management

See, create, and update the board tasks linked to a pet from its profile, and how they feed Today's Care and Due Today

In this guide

Key sections from this documentation page.

Where Pet Tasks Appear

Open a pet and select Profile. The Tasks area appears below the pet details and lists active tasks linked to that animal, ordered by due date.

Tasks due today also contribute to Today's Care, the Due Today metric, and other task surfaces.

Create a Task

  1. Open the pet's Profile section.
  2. Click Add Task.
  3. Choose the board and destination column.
  4. Enter the task details.
  5. Confirm the current pet and any additional related pets.
  6. Click Create Task.

The dialog can include a title, details, due date and time, assignee, tags, and related pets. The current pet is preselected.

If the account has no task board, the profile links authorized users to Tasks to create one first.

Update a Task

Select a task in the pet profile to open its task dialog. Changes update the same task on its board. Completed or archived tasks leave the active pet task list but remain part of the broader task workflow and history.

Create From a Board

You can also open Tasks, choose a board and column, create a task, and link one or more pets in the form. The result appears on every linked pet profile.

Permissions

Creating or changing pet tasks from the profile requires the Privileged or Admin role. Other users see a permission notice or read-only task information.

Keep reading

Move through the documentation in order.