1
Create a task
Open Tasks or the participant Tasks tab, then create a new task with title, owner, due date, priority and description.
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Documents and communication
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
All CordoCare users
5 minutes
App area: /dashboard/tasks
Before you start
Check these items before changing participant, billing or compliance records.
- Know the task owner and due date.
- Link the task to a participant where possible.
- Use clear wording so the next action is obvious.
Steps
Follow this workflow.
2
Link the task to context
Attach the task to a participant, plan review, document, billing issue or compliance item where possible.
3
Use priority and due dates
Set priority for urgent work and choose a realistic due date. Avoid vague tasks without a next action.
4
Update status as work progresses
Mark tasks complete when finished, or update owner, due date and notes if the task changes.
5
Review overdue tasks
Use dashboard and task filters to review overdue, due soon and assigned to me tasks regularly.
Expected outcome
Follow ups are owned, dated and visible instead of staying in notes or memory.
Related CordoCare guides
How to assign and manage a participant caseload
Assign coordinators, use caseload filters, bulk reassign participants and keep scoped access correct.
How to send a welcome pack
Create, send and track a participant welcome pack with acknowledgement and onboarding documents.
How to track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
Related feature pages
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