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Tasks

Organize and complete work with task boards in PawPlacer

In this guide

Key sections from this documentation page.

PawPlacer organizes tasks into boards and columns. Open Tasks from the main navigation to see the Taskboards workbench.

Taskboards

The Taskboards page lets you:

  • Search board names and descriptions, and task names on every board.
  • Sort by newest, oldest, or name.
  • Open a board card.
  • Create a board.
  • Edit a board from its card menu.

Board Workbench

An open board shows:

  • Search, tag filtering, and active filter chips.
  • Board and List views.
  • Active, Completed, and Archived status views.
  • Add Task and Board settings actions.

Board view uses draggable columns and task cards. List view groups compact task rows by column and includes completion checkboxes.

Task Details

Select a card or row to open its side panel:

  • Details: name, description, board, due date and time, assignees, pets, and tags.
  • Documents: files attached to the task.
  • Comments: team discussion.

The panel also provides task completion and archive controls when your permissions allow them. Privileged members and Admins can edit tasks. Pet Editors can open a task from a pet profile, the Dashboard, or Calendar read-only and can still mark it complete. Volunteers cannot see or complete tasks.

Other Places Tasks Appear

  • Linked tasks appear in the Profile section of a pet record.
  • Dated tasks appear in Dashboard schedule widgets and Calendar.
  • The Dashboard Tasks widget and other action summaries can link directly to the same task panel.

Keep reading

Move through the documentation in order.