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Tasks
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Tasks in viggoVet are internal action items for your clinic team. They help you track things that need to happen: follow up calls, equipment maintenance, ordering supplies, preparing for procedures, or any other workflow step. Tasks are organized in a Kanban board with Pending, Completed, and Cancelled columns.
Accessing tasks
Click Tasks in the left sidebar under the DASHBOARD section. The Task List page opens.
Task List page layout
The page uses a three-column Kanban board:
Column | Color | Purpose |
|---|---|---|
Pending | Orange side line | Tasks waiting to be done (shows count) |
Completed | Green side line | Finished tasks (shows count) |
Cancelled | Grey side line | Tasks that were cancelled (shows count) |
Controls
- Search Here… field (top right)
- Create Task button (dark, top right)
Task cards
Each task appears as a card in its column showing:
Field | Description |
|---|---|
Title | Task name (bold, top of card) |
Assigned to | Staff avatar showing who is responsible |
Deadline | Due date and time (if set) |
Created in | Date and time the task was created |
Created by | Name of the staff member who created it |
Action icons | Edit (pencil) and Delete (trash) |
Creating a task
- Click Create Task (top right).
- The Add Task modal opens.
Field | Description |
|---|---|
Task | Task’s name |
Category | Dropdown for task category (e.g.: prepare for checkout) |
Staff | Which staff member is the task assigned to |
State | Whether the task is on the to do list, in progress, completed or canceled |
Click Save to create, or Cancel to discard.
The task appears in the Pending column immediately.
Managing tasks
Editing a task
Click the edit icon (pencil) on any task card to modify its title, details, or assignment.
Completing a task
Move a task from Pending to Completed by editing it and changing its status, or use the completion action depending on your workflow.
Cancelling a task
Move a task to the Cancelled column when it is no longer needed.
Deleting a task
Click the delete icon (trash) on any task card to remove it permanently.
Assigned to me bar
When you click on the Tasks page, an Assigned to Me sidebar may appear on the left side showing tasks specifically assigned to you. This gives you a personal view of your workload without filtering the main board.
The bar shows:
- Task titles
- Creation dates
- Created by information
- A condensed view focused on your assigned items
Task types
Task types are configured in Configurations > Task Types. Your administrator can create custom types to categorize tasks (e.g., Follow-up Call, Lab Result Review, Equipment Check, Ordering).
What to do if something goes wrong
Task not appearing for assigned staff: Make sure you selected the correct staff member in the Staff dropdown when creating the task.
Cannot find a task: Use the Search field at the top of the page. Also check the Completed and Cancelled columns as it may have been moved.
Too many completed tasks cluttering the view: Completed tasks remain in the Completed column for reference. There is no automatic cleanup. You can delete old completed tasks if they are no longer needed.
Need to reassign a task: Click the edit icon on the task card and change the Staff dropdown to the new assignee.
Note: Contact the viggoVet help if any of these problems persist after following the instructions.