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Tasks

The work between sessions, finally visible

Homework, forms to sign, files to send — set as a task on the client, seen in their portal, ticked off when it’s done.

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✓ Yours and the client’s✓ Attach forms and files✓ Seen in their portal
🔒 app.mywellops.com/toolkit/tasks
Tasks board with pending and completed tasks per client
✓Task completedGrace M. · grounding exercise
◷Due tomorrowSend Amelia the handout
On the record

Tasks live on the client, not on a list somewhere else

Open the client and their tasks are right there — pending, overdue and completed — beside their sessions and notes. Add one from their record, the client list or an appointment.

Due dates and statusPending, overdue, completed.
Yours tooYour own to-dos, on the same Tasks board.
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Client record overview with the Tasks panel
▤Tasks on the recordNext to sessions and notes
Your side

One board across every client

Everything you've assigned across your caseload. Overdue is worked out from the due date — never marked by hand — so the chase list writes itself.

4Open
2Overdue
1Done
⌕
AllTo DoIn ProgressOverdueOn HoldCompleted
☑Home exercise log Oliver Smith Due 8 Mar Completed
⇧Send proof of ID Oliver Smith Due 9 Mar Overdue
▤Complete the GAD-7 Amelia Johnson Due 10 Mar Overdue
☑Sleep routine · week 2 Grace Patel Due 12 Mar In Progress
—Prep supervision case You Due 13 Mar To Do
📄Read: Understanding anxiety Leo Brooks Due 16 Mar To Do
☑Values card sort Grace Patel Due 20 Mar On Hold
Today is Wed 11 Mar · assign to several clients at once, or to yourself
Their side

Your client does it, from their own portal

They tick the steps, upload the file, open the form, and mark it done — and their progress shows on your board. They see their list and nothing else: never another client's, never your caseload. Tick a step on the phone.

See the client portal →
My tasks
Sarah Jenkins Therapy
Sleep routine · week 2
✓Lights off by 23:00
No screens in bed
Log wake-up time
Write one line in your journal
Mark as done
YOUR BOARD
Sleep routine · week 2
Grace Patel · due Thu 12 Mar
1 of 4 stepsIn Progress
How it works

A task in four steps

From the client record to a tick in their portal.

01of 4
NotesTasks · 3Files
STEP 01
Open the client

Add a task from their record — or from the Tasks board.

STEP 02
Write it and attach

A due date, and optionally a form to sign or a file to read.

STEP 03
They see it in their portal

With the due date and the attachment, next to their appointments.

STEP 04
Ticked off — on both sides

They mark it done; your board updates.

The follow-through, handled

Homework set, forms chased, files sent — visible to both of you, and checked off once.

Client tasksYour tasksAttachmentsDue datesSeen in the portal

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Can clients tick a task off themselves?−

Yes. A client can tick individual checklist steps, upload a requested file, open and complete a questionnaire, and mark the whole task done — all from their own portal. Their progress shows on your board the next time you open it.

What can I attach to a task?+
Can I assign a task to myself, or to more than one person?+
How does a task become overdue?+
Do clients get a reminder when a task is due?+
Which plans include Tasks?+

Explore more of MyWellOps

One platform, so the next thing you need is already in it.

Client Portal
Their own space, your rules→ Documents & Forms
227 ready-made templates→ Client Files
One place for every document→ Client Communication
Faster, smarter conversations→ Workflows
Plan your automated follow-ups→ Notes
Write them yourself, find them fast→

Set it once. See it done.

Start free. Tasks are included on every plan.

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