Office tasks run more smoothly when the whole team is aligned. Add Team Messaging to keep front desk, hygiene, and clinical staff coordinated, all inside PbN.
Office Tasks in Practice by Numbers (PbN) helps your team stay organized, assign responsibilities, and track important administrative and operational tasks. With task priorities, due dates, filters, and performance tracking, your practice can manage daily workflows more efficiently.
Accessing Office Tasks
Click the Tasks icon in the floating navigation bar.
Select Office Tasks.
The Office Tasks page will open.
You'll see three tabs:
Tasks: Create, assign, and manage office tasks.
Tasks Dashboard: Review task completion and team performance.
Tasks Calendar: View scheduled tasks and upcoming deadlines.
Understanding Task Statuses
At the top of the Tasks page, summary cards display tasks by status:
Not Started: Tasks that haven't been started.
In Progress: Tasks currently being worked on.
Overdue: Tasks that have passed their due date.
On Hold: Tasks that have been temporarily paused.
Blocked: Tasks that cannot move forward until an issue is resolved.
These summaries help your team quickly identify tasks that need attention.
Creating an Office Task
Navigate to Office Tasks > Tasks.
Click + Create Task.
Select an existing Template or create the task manually.
Enter the Title and Description.
Select the Task Type, Category, and Subcategory, if applicable.
Set the Priority to Low, Medium, or High.
Choose a Due Date and time, or use a quick preset such as Today, Tomorrow, or +1 Week.
Enter Estimated Minutes, if needed.
Select a team member under Assignment, or leave the task unassigned.
Save the task.
For more advanced options, including reminders, checklists, task phases, and parent tasks, see Setting Up Advanced Office Task Features in PbN.
Viewing and Updating Tasks
Select any task from the Tasks list to view its details, including:
Title, description, and priority
Due date and assigned team member
Category and task source
Current status and completion progress
From the task details panel, you can:
Complete Task: Mark the task as finished.
Edit: Update task information.
More Actions: Access additional management options.
Delete: Remove the task.
Searching and Filtering Tasks
Use the Search Tasks field to find specific tasks.
Click Show Filters to narrow results by:
Status
Priority
Due Date
Category
Assigned To
Select More Filters for additional options or Reset Filters to clear your selections.
You can also sort tasks using the Sort By dropdown.
Tracking Tasks with the Dashboard and Calendar
Tasks Dashboard
The Tasks Dashboard provides insights into your practice's task performance, including completion rates, overdue tasks, priority distribution, and team productivity.
Use these insights to identify outstanding responsibilities and improve workflow efficiency.
Tasks Calendar
The Tasks Calendar displays scheduled tasks and upcoming deadlines in a calendar view. Use it to plan responsibilities, monitor due dates, and coordinate work across your team.
Keeping Your Team Organized
Office Tasks helps your practice stay accountable and on top of daily responsibilities. By assigning tasks, setting priorities, and regularly reviewing task progress, your team can reduce missed deadlines and keep workflows running smoothly.