View a Pet's Tasks
- Open a pet profile.
- Select Profile.
- Find the Tasks section.
The section lists tasks linked to that pet and orders them by due date. Select one to open the standard task side panel.
Add a Pet Task
- Click Add Task in the pet's Tasks section.
- Choose a board.
- Complete the task details.
- Create the task.
The current pet is selected automatically. You can link additional pets when the same work applies to more than one animal. The task then appears on every linked pet profile.
If the account has no task board, create one from Tasks before adding a pet task.
Edit and Track
Use the task panel to change the due date, assignees, pets, tags, description, or board. Dated pet tasks can also appear in the pet's Today care view, Dashboard schedules, and Calendar.
Pet Managers and Medical Managers without task access can still open a task from a pet profile, the Dashboard, or Calendar and mark it complete; the rest of the panel is read-only for them.
Pets that are not editable keep their linked task history available without offering new task creation or editing controls.