Clinic and support work, each with a clear owner and due date

Patient records live in one place; why not clinic work?

Taskie keeps equipment requests, shift coordination and staff training in one workspace, and every follow-up has its own owner and due date.
  • Multilingual, LTR and RTL
  • Free to start, no upfront payment
  • Secure online payment
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A clinic project dashboard in Taskie with task status charts
A clinic project dashboard in Taskie with task status charts

Metrics

Three things that should be clear from day one

  1. 01 Metric

    It’s clear who owns what

    Every request has an owner and a due date from the moment it’s logged, so nobody has to chase people down the hallway.

  2. 02 Metric

    Every unit has its own boundary

    Owner, admin, member and guest roles decide what each person sees, from reception to procurement.

  3. 03 Metric

    Procedures stay put

    Checklists and protocols live in the clinic’s docs and don’t disappear when people leave.

The problem

In Healthcare today, where does work get stuck?

Equipment requests in a messenger, the shift schedule in Excel, insurance follow-ups in a notebook — and everything in one person’s head.
  • Coordinating shifts and onboarding new staff starts from scratch every time and eats up the technical director’s day.
  • The center’s manager can’t tell which follow-ups are overdue or which unit is still waiting for an answer.

Workflow

From the first request to the report, built for Healthcare

  1. 01 Step

    Take in requests

    Each unit logs what it needs through a form or quick add, with urgency, details and attachments.

  2. 02 Step

    Triage and assign

    The clinic lead prioritizes each request and hands it to the right unit or person.

  3. 03 Step

    Coordinate across units

    Conversations, files and decisions stay on the task, so nobody has to dig for the backstory.

  4. 04 Step

    Monitor and report

    The dashboard and smart views show what’s open, overdue or coming due.

Taskie's promise

Taskie gives clinic work the same order your patient files have

Your team logs requests through a form, and Taskie turns each one into a task with an owner and a due date. The dashboard shows what’s still waiting.
  • Internal forms for equipment, procurement, IT and admin work — no phone calls or verbal follow-ups.
  • Recurring checklists for staff training, inventory checks and each shift’s tasks.
  • A dashboard of open tasks and upcoming due dates, so the center’s manager has the full picture without a meeting.

Inside the product

Two scenes from a workspace for Healthcare

A clinic project dashboard in Taskie with task status charts

Daily clinic dashboard

Open tasks, upcoming due dates and each unit’s status at a glance — exactly what the center’s manager needs every morning.

An internal request form for a care team in Taskie

Internal request form

Units log their needs through a standard form, and Taskie creates the follow-up task on the spot.

Use cases

What this solution does in practice

  • Ordering IV fluids and infusion sets

    The request comes in through a form, the procurement lead approves it, and delivery closes on a clear date.

  • Onboarding a new nurse

    A training checklist shows who owns each step and where the new hire is along the way.

  • Following up a supplemental insurance contract

    Correspondence, documents and the next step of every admin case sit in one task, not in scattered messages.

FAQ

Questions that usually come up before you start

Does Taskie replace medical records software?

No. Taskie manages teamwork, requests and coordination between units. It doesn’t replace an electronic patient record system or specialized clinical software — it sits alongside them and keeps the admin work in order.

Can we keep each unit’s access separate?

Yes. Each unit has its own project, and owner, admin, member and guest roles decide who sees what. Reception doesn’t need to see procurement’s tasks, and vice versa.

Everything lives in Excel and a messenger today. Where do we start?

Start with one project and this week’s requests; you don’t have to move everything at once. Once new requests arrive through forms, the spreadsheet retires on its own.

How much does Taskie cost for a clinic?

You can start for free with no upfront payment. When the team grows or you need more features, you upgrade your plan; the pricing page has the details.

Starting today, move your team's work forward in one workspace

Set up your team's workspace in minutes, and pick a bigger plan whenever your team grows.
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