Task Manager

/features/task-manager

Task & Work Management (CORE)

Hero Summary

Turn tasks, callbacks, and follow‑ups into visible, owned work — without inbox chasing or disconnected to‑do lists.

Primoro’s Task Manager is the operational backbone of the platform. It ensures that every action — from admin follow‑ups to patient callbacks — is created, tracked, and completed inside one shared system, aligned to real availability and clear responsibility.

CTAs

→ Request a demo

→ Explore Primoro CORE

What it does

Task Manager enables practices to:

• Create and manage operational tasks across the practice
• Track callbacks and follow‑ups alongside daily work
• Assign work to roles or functions, not just individuals
• Enforce due dates, time windows, and SLAs
• Surface what’s due, overdue, or at risk — in one place
• Maintain visibility across teams, shifts, and sites

All work is centrally visible and auditable — no private lists, inbox reliance, or knowledge gaps.

Why it matters

• Nothing falls through the cracks — all work is visible and time‑bound
• No inbox or WhatsApp dependency — tasks replace informal chasing
• Clear ownership without bottlenecks — role‑first assignment supports cover
• Continuity across staff changes — work doesn’t disappear when people leave
• Operational confidence at scale — especially for group and multi‑site practices

Core capabilities

Calendar‑backed tasks (CORE)

Every task in Primoro is created as a time‑bound calendar event:

• Mandatory due date or time window
• Shared visibility in central, role, and personal views
• Consistent behaviour across tasks, callbacks, and appointments

If work matters, it exists in the calendar.

Tasks & callbacks — one work system

Tasks and callbacks operate together:

• Callbacks can generate follow‑up tasks
• Tasks can require callbacks to complete
• Both follow the same visibility and ownership rules
• Both are tracked against time and SLA

Patient callbacks are included in CORE.

Lead callbacks (new enquiries) are unlocked via the Treatment Pipeline module.

Role‑first assignment & claiming

Work is routed to roles and operational functions first, such as:

• Front‑of‑house teams
• Treatment coordinators
• Practice management
• Operational functions (e.g. labs, referrals, finance)

Eligible staff can claim work from their role queue — reducing bottlenecks and improving cover.

SLA tracking & manual escalation (CORE)

CORE includes structural SLA support:

• SLA timers driven by calendar timestamps
• Visual status (on‑track, at‑risk, breached)
• Manual escalation to alternative roles or managers

No automation is assumed. Control remains with your team.

Rota‑aware by design

Task visibility and due work align with real capacity:

• Staff availability is supplied by Rota Manager
• Work is surfaced against who is actually working
• Prevents assigning critical actions to unavailable staff

Governance & control (in context)

Task Manager operates inside Primoro’s governed platform:

• Role‑based access and permissions
• Full audit trail of task creation, changes, and completion
• Immediate access removal for leavers — without losing work history
• Consistent behaviour across staff apps, tablets, and web portal

How it fits within Primoro

Task Manager works seamlessly with:

• CORE Platform — central calendar and visibility rules
• Communication Hub — tasks and callbacks from conversations
• Appointment Manager — preparation and follow‑up actions
• Rota Manager — real availability and coverage
• Primoro AI Assistant — guidance, prioritisation, and insight

At a glance

Task Manager — FAQ

Is Task Manager part of CORE?

Yes. Task Manager is included in Primoro CORE and forms the foundation of day‑to‑day operations.

Are callbacks included?

Yes. Patient callbacks are included in CORE.

Callbacks for new enquiries or website leads are available when the Treatment Pipeline module is enabled.

Does Task Manager replace to‑do lists and WhatsApp?

Yes. Task Manager replaces informal lists, inbox chasing, and insecure messaging by turning work into visible, owned actions.

Does Task Manager automate tasks?

CORE provides structure, visibility, and control.

Automation and optimisation are layered on via optional modules.

Is it suitable for multi‑site groups?

Yes. Tasks, SLAs, and visibility remain consistent across sites while supporting local staffing and rotas.

Final CTA

Make work visible, owned, and under control — across your whole practice.

→ Request a demo

→ Explore Primoro CORE

Embedded Tables

Table 1