Please note: This is for those using our upgraded rostering; if you are already using the tasks on Birdie, please see this article.
You can add a wide range of tasks to your Client's profile. There is no minimum or maximum amount of tasks you can have for a Client. This ensures that all of their needs can be captured. We do advise making sure that all of the tasks you add are relevant to the Client so that the care is as person-centred as possible.
If you would like to see the full list of tasks we offer at Birdie, please see this article here.
Viewing the task planner
Click on the Client tab and select the Client you would like to add a task for.
Click on Task Planner on the left-hand tabs. Here, you will be able to see all the active tasks they have on their profile.
Searching and adding a task
Click the Add Task button in the right-hand corner and type the task you would like to add. You can apply filters such as Emotional support or Personal care to filter through the tasks quickly.
Adding notes
Once you have found the task you need, click on it to add more information.
Top tip: To make this task as person-centred as possible, you will want to add notes for your Carers. This can be instructions to help them carry the task out or remind them to make an observation.
Making the task essential
Depending on what package you are on, you may have the option to make a task essential. This means the Carer must complete it before checking out of the visit. For more information on essential tasks, please see this article.
Choose the frequency of the task
Select the frequency of the task (i.e. if the task is daily or on specific days of the week).
You have the option to add a task:
Daily (The task will occur every day at the same time)
Weekly (The task will occur on the days you have selected each week)
Custom (The task will occur on a custom schedule, e.g every 2 days)
Please note: Custom frequency is not available for Starter packages, Care Management and Rostering and CM-only packages.
Choose the timeframe of the task
Choose what time frame the task will occur. You cannot pick a specific time however, you can choose multiple time slots. If the same task is carried out multiple times a day, you will need to allocate each instance of the task to a timeframe (e.g. Morning, Lunch).
Start and end date of the task
Enter the start date of the task and an end date if the task is temporary. If it is part of the ongoing support plan, you can leave the end date to Never.
Save the task
Click on Save task when you are done. This task will now be added to the existing task schedule.
Please note: It is not possible to duplicate or share tasks from one Client to another, this is to mitigate accidentally assigning tasks that may not be relevant to a Client.
How to edit a task
If you need to edit a task, start by going to the Task Planner tab for your Client, finding the task and clicking the Edit icon.
You can edit:
The details you added to the task
The frequency
The timing (morning, evening, night, etc)
The start date (if the schedule has not started yet)
The end date
Once you have made your edits, click Update.
Please note: If you need to update the notes of the task with new instructions or change the frequency of the task schedule, we suggest that you end the task schedule and start a new one.
This is so that you can retain the original task instructions that are captured against visits that have happened in the past for auditing purposes. You will also not be able to edit the name of the task, you should end the schedule and start a new one.
How to remove a task
If you find a task is no longer relevant and needs to be removed from the visit schedule, you can do this by going to the Clients Task Planner tab, finding the task and clicking the Edit icon.
You will need to select the end date for a time in the future, this could be the next day or a later time period on the same day.
Once you have clicked Update, you will see an end date under the From-> Until column.
The task will also be automatically removed from the clients' Activity Calendar tab and will not show on the task planner after the end date.
Please note: it is not possible to delete a task for auditing purposes; this is why you need to end the task instead.