Managing Your Tasks in Otto Flow
What is the Tasks Feature?
The new Tasks feature in Flow simplifies how clinics manage pet parents’ requests by consolidating all incoming tasks into a single, organized Tasks page. No more missed requests or cluttered conversations - Tasks ensures your clinic can honor client requests efficiently.
What Requests Are Included?
Currently, the following requests from the Website Widget will appear on the Tasks page:
- Appointment Requests
- RX Refill Requests
- Boarding Requests
- Grooming Requests
- Medication & Food Refill Requests
- Medical Records Requests
- Virtual Consultation Requests
How Does It Work?
- A new Tasks page is in Flow’s left-hand menu.
- Supported requests submitted through the Website Widget will automatically generate a task.
- These tasks stay logged on the Needs Attention tab until marked as completed, ensuring nothing gets missed.
Customizing Task Settings
By default, all supported widget request types are toggled on to add tasks. You can manage these settings:
- Navigate to Settings → Flow Settings → Website Widget.
- Toggle on/off request types you want to include in the Tasks list.
Viewing and Managing Tasks
The Task List provides an overview of all active tasks:
- Filter tasks by assignee or status (New/In Progress).
- Clicking on the Task itself, will open the details of the request.
- The client icon in the Task is clickable and will open the Client’s profile in Flow when selected
- Organize tasks by type, status, client, or creation date.
- Assign or reassign tasks to team members.
Filtering your tasks:
- You can increase the number of tasks shown on a page, using the pagination drop down menu at the bottom of the task list. You can increase by increments of 5 up to 20
- Clicking on the filter icon, on the top right of the Tasks page, will allow you to filter the Tasks shown across the lists in the Needs Attention tab by assignee, status, or a combination.
- The Completed tab offers separate filtering for the user who completed the Task
Marking Tasks Completed
- Use the checkmark icon to mark a task as completed.
- Completed tasks move to the Completed tab, where they remain visible for 48 hours.
- Use the Undo option in the Completed tab within 48 hours to return tasks to active status.
Comments
0 comments
Please sign in to leave a comment.