Creating Tasks

Tasks can be created from a board, a pet profile, and some dashboard quick actions. The available fields are the same, but PawPlacer may preselect the board, column, or pet depending on where you started.

Adding a Task From a Board

1. Open Tasks
2. Select the board you want to use
3. Find the column where the task should start
4. Click Add Task in that column
5. Complete the task form
6. Click Create Task

When you create a task from a board column, the board and column are already selected.

Task Fields

The task form includes:

• Task Name: Required task title
• Description: Extra instructions or context
• Board: The task board, shown when PawPlacer needs you to choose one
• Due Date: Date and time for the task
• Assignee: One or more people responsible for the task
• Pets: One or more linked pets
• Tags: Board-specific labels for filtering and visual grouping

There is no separate priority field. Use tags, due dates, and column order to represent priority.

Choosing a Board

When the board is not already known, the task form shows a board selector.

1. Open the board selector
2. Search or browse the board cards
3. Select the board

PawPlacer places the task in the first column on that board unless the task was created from a specific column.

Assigning People

Tasks can be assigned to more than one person. The assignee selector searches across:

• Team members
• Veterinarians
• Adopters
• Fosters
• Volunteers

Selected assignees appear as removable badges in the field.

Linking Pets

Use the pet selector to link a task to one or more pets. Linked pet avatars appear on task cards and rows, and the task also appears in the pet profile's Tasks section.

Setting a Due Date

Use the date picker to choose both date and time. Dated tasks appear in dashboard schedules, dashboard task widgets, and the Upcoming view.

Using Tags

Tags are board-specific. If a board has tags, you can select one or more while creating or editing a task.

Create and manage tags from the tag dropdown in the board toolbar.

Attaching Documents

Documents are attached after the task is created:

1. Open the task
2. Go to the Documents tab
3. Upload or manage files for that task

Task documents also appear in the main Documents area under entity documents.

Tips

• Use specific task names that make sense in a list or card view
• Add due times when timing matters
• Link every relevant pet so the task appears in the right pet profiles
• Use assignees when ownership matters, not just awareness
• Keep tags consistent within each board