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Onboarding: The "Task Management Mindset"
Onboarding: The "Task Management Mindset"

Onboarding Series: 4 of 6

Updated over 2 months ago

Mastering task management isn’t hard, but it does take an intentional effort. We call it the “task management mindset.”

So what is a task? At Dock, we believe every action involved in caring for patients is a task, and Dock is specifically set up to capture, assign, track and complete the tasks that get healthcare done.

Crucially, adding tasks to Dock helps ensure no balls get dropped and everyone knows who’s accountable for what. Even better, you’re already doing task management — Dock just offers a simpler, easier and faster way.

Once you begin adding tasks to Dock, it’s easy for your teammates to have visibility into what work is theirs and when it’s due.

Let’s write down a simple task like, “Call to follow up day after visit.” To add a task from your home screen, click + Add Task and enter the information in the task drawer.

To add a task from the Lists screen, simply type the name of the task and hit return. The new task will appear in your task list.

To the right of a task’s name, you’ll see an arrow to details. Click the arrow to open the task drawer.

In the task drawer, you can quickly add context to relevant fields including description, assignee, patient, due date and priority, as well as create custom labels and attach files.

You can also add subtasks in the drawer. A subtask is any smaller part of a task required to complete the entire task.

The drawer is also a great place to collaborate with your team. Ask questions, leave comments and tag teammates in the comments section.

At the bottom of the drawer, you’ll find a history of the task so everyone can stay on the same page about what’s been done and what still needs to be completed.

If you’re creating a task that’s part of a larger process, learn how to create a workflow to automate routine processes.

The best part of task management is checking something off your list, so once you complete a task, don’t forget to check it off!

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