Using tasks in Bookem

Tasks help you manage internal to-dos within your practice. They are not visible to clients and are used for internal coordination between team members.

You can create tasks for yourself or assign them to another team member, add due dates, set priorities, and choose whether they appear on your calendar.

Where to find tasks

You can access Tasks from the top right corner of the top panel.

1. Click the Tasks icon in the top right.
   
2. The Tasks panel opens on the right-hand side of your screen.
   

From here, you can view, filter, and create tasks.

By default, the filter may show Assigned to me, meaning you will only see tasks allocated to you.

Create a task

Follow these steps:

1. Click the Tasks icon in the top banner on the right
2. Click '+ Add task'
   
3. Enter the task title and description
4. Set a due date, if required
5. Select a priority level
6. Choose which team member the task is assigned to
7. Add a task to your calendar and/or the task list.
8. Schedule a date, time and duration for the task to appear on your calendar
9. Then choose whether to add it and if it should block time on your calendar
10. Assign tags if relevant
11. Create and save the task

The task will now appear in the task list for the assigned team member.

Filter and view tasks

In the Tasks panel, you can filter tasks using the dropdown at the top to:

• View tasks assigned to an individual team member
• Show all tasks

Using tasks consistently helps your team manage internal work, follow-ups, and admin without relying on external reminders.