Running a shelter means juggling countless responsibilities. PawPlacer's task management system helps you stay on top of everything - from daily pet care to adoption follow-ups. Let's explore how to make the most of this powerful tool.
Finding Your Taskboards
Navigate to Taskboards.
Setting Up Your Taskboards
Think of taskboards as your digital command centers. Here's how to get them working for you:
- Create themed boards for different areas (e.g., "Medical Care," "Adoption Process")
- Customize columns to match your workflow (like "To Do," "In Progress," "Complete")
- Add custom tags to categorize tasks your way
- Personalize each board with a name and image that makes sense for your team
Working With Tasks
Making tasks work for you is simple:
- Click "Add Task" in any column to create new tasks
- Drag and drop tasks between columns as work progresses
- Click any task to update its details, due date, or assignee
- Use tags to organize related tasks together
Keeping Things Organized
Your tasks, your way:
- Filter tasks using tags to focus on specific areas
- Assign team members to track responsibility
- Set due dates to stay on schedule
- Add pet profiles to task cards for quick reference
Pro Tips for Power Users
- Use consistent naming conventions for easier searching
- Create a "Daily Checklist" board for routine tasks
- Set up an "Urgent Care" board for time-sensitive medical needs
- Archive completed tasks instead of deleting them for future reference
- Use tags to identify priority levels
Remember: Good task management means nothing falls through the cracks. Take time to set up your boards in a way that matches how your team works - it'll save you countless hours down the road.