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How to Use the Task Manager in Cliniq Flows

Learn how to organise tasks, automate follow-ups, assign team members, and track progress using the Task Manager in Cliniq Flows. A clear guide to streamlining clinic operations and improving workflow efficiency.

Flori avatar
Written by Flori
Updated over a week ago

Managing daily tasks in a busy clinic can be overwhelming. Studies show that over 68 percent of healthcare admin teams still rely on manual lists or spreadsheets to track follow-ups, cancellations, recalls, and administrative duties. While this can work temporarily, it becomes unreliable as the clinic grows. Spreadsheets get cluttered, tasks go missing, and managers lose visibility over team activity.

Common real-life scenarios highlight these challenges:

  • A patient never receives a follow-up because the spreadsheet was not updated.

  • Admins use sticky notes and personal reminders, leading to inconsistencies.

  • Team members cannot see what others are working on, making delegation difficult.

  • Managers have no way to confirm if a follow-up call or task was actually completed.

The Task Manager in Cliniq Flows solves these issues by replacing manual tracking systems with an organised, automated, and transparent workflow. It gives your team structure, accountability, and a clear overview of everything that needs to be done.


➡️ Watch the video tutorial below to see the Task Manager in action.


The Task Manager brings structure, automation, and visibility to your clinic’s workflow. By centralising patient follow-ups, administrative routines, recurring tasks, and team assignments, your clinic can reduce errors, eliminate missed follow-ups, and stay consistently organised.

With features like action history, user filtering, snoozing, and automated reminders, you can oversee team performance and ensure no task goes unnoticed. This helps your clinic deliver reliable, high-quality care every day.

Use the Task Manager daily to streamline communication, strengthen team accountability, and maintain a smooth clinic workflow.


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Enjoy growing your practice with Cliniq Apps! 🚀

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