Introduction to tasks

Track follow-ups with activities.

Table of Contents

Tasks in Sovica are called activities. Use them for anything that needs doing by a certain time, such as a callback or a chase for a missing form.

Create an activity

Open Activities in the sidebar and click Create activity. On a patient’s card, use Add activity on the Activities tab.
Pick a type. The Subject fills in from it, and you can change it.
Set From and To, choose who to Assign to, and link a Client or Lead.
Turn on Show as busy to block that time on the assignee’s calendar.

Stay on top of your work

Open tasks appear under My tasks on Home. A red count on the Activities icon shows how many of yours are overdue. Tick an activity once it is done.

Organise your team’s tasks

Table view lists activities with filters and saved views. All boards groups them so you can move work between stages.

Up next

Next, read Introduction to workflows.