Built for DPC
•
HIPAA Ready
•
SOC 2 Type II
•
US Hosted
•
★★★★★4.7 star rated
•
Built for DPC
•
HIPAA Ready
•
SOC 2 Type II
•
US Hosted
•
★★★★★4.7 star rated
For care teams
Care coordination without the chaos.
Tasks, AI teammates, automations, and outcomes — all in one workspace, so every patient gets the care they deserve.
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Huddles
My Tasks
AI Priorities
Outcomes
Team Workload
Nova Panel
Morning Huddle
Care Team Standup
All overdue tasks reviewed
Team capacity checked
2 blockers flagged for Dr. Chen
Team Workload
Dr. Chen
AI Teammates
Capacity Today
84%
team capacity available
Medication refill — James K.High
AWV follow-up — Anita R.Med
✓
Diabetes outreach call — Maria S.
Completed today
16
tasks finished
By Assignee
Dr. Chen
AI Teammates
Chief's Priorities
What matters today
Medication refill — James K.Overdue
AWV follow-up — Anita R.Urgent
Diabetes outreach — Maria S.Can wait
Flagged by Chief
8
items today
Handled
3 handled automatically
2 awaiting review
6
Annual Wellness completed
This week
32
outcomes achieved
Recently closed
Maria S. — Re-engaged
James K. — Med reviewed
Team Workload
Live capacity
Dr. Chen
Nurse Sarah
AI Teammates
Status
Capacity healthy
1 teammate overloaded
Task
Review labs — David P.
Opens Scribely without leaving Taskly.
Nova Panel · Scribely
Recording in progress
Task
↓
Scribely opens in a Nova Panel
↓
Finish — back to Taskly
A DAY WITH TASKLY
One morning, from huddle to outcome.
This is what an ordinary Tuesday looks like for a care team running on Taskly.
8:00 AM
Morning Huddle — the team reviews today's board together
Chief prioritizes today's workAI
Review PHQ-9 for Maria S.
Start Clinical NoteNova Panel · Scribely
Assign EducationNova Panel · Coachly
Message PatientNova Panel · Connectly
Task marked complete
Outcome Achieved
THE PROBLEM
Your team doesn't struggle with tasks. It struggles with knowing what matters next.
Sticky notes, spreadsheets, and three different apps — and somehow a patient still falls through the cracks. Here's what that actually costs.
Tool Sprawl
3-4
Different tools staff juggle just to track one patient's follow-up
Missed Follow-Ups
41%
Of follow-ups get lost between sticky notes and spreadsheets
Constant Interruptions
11×
Times a day staff get pulled off task to answer "what's next?"
Patients Fall Through
1 in 5
Patients who need a follow-up never get one
Forgotten Work
27%
Of tasks assigned verbally are never written down anywhere
No Single View
0
Places today where a manager can see the whole team's workload at once
MEET TASKLY
Built for real clinical work, not generic to-dos.
Instead of a task titled "Follow up," Taskly already knows what care work looks like.
Review PHQ-9
Flagged the moment a score comes back elevated.
Call Patient
Assigned to the right person, with full context attached.
Review Labs
Routed to a provider the moment results land.
Medication Refill
Tracked from request to pharmacy, with nothing dropped.
AWV Follow-Up
Queued automatically after every annual wellness visit.
Diabetes Outreach
Chief surfaces the patients who are due, before they call in.
AI PRIORITIZES YOUR DAY
Chief tells you what matters before you have to ask.
Every task on the board gets read, ranked, and routed — so the day starts with a plan, not a scroll.
What's overdue
Nothing quietly ages past its due date.
What's urgent
Clinically time-sensitive work, surfaced first.
Who needs attention
The patients most likely to fall through, named.
What can wait
Lower-priority work, without the guilt of ignoring it.
ONE BOARD, EVERY TEAMMATE
Humans and AI, working the same board.
No separate "AI inbox." Every teammate — human or AI — picks up tasks, closes them out, and shows up in the same view.
Nurse Sarah
Care Team
Runs the clinical follow-ups that need a human judgment call.
Dr. Smith
Provider
Reviews labs, refills, and anything that needs a signature.
Chief
AI Prioritization
Reads the board every morning and ranks what matters most.
Diabetes Coach
AI Teammate
Runs outreach and education for every diabetic patient on the panel.
Recall Agent
AI Teammate
Closes the loop on every overdue recall, without a reminder from staff.
OUTCOMES, NOT JUST TASKS
Don't complete a task. Complete an outcome.
Every task on Taskly is tied to something that actually matters for the patient — not just a checkbox.
Annual Wellness Completed
Closed out, not just scheduled.
Patient Re-engaged
Back in active care after going quiet.
Medication Reviewed
Checked against current labs and history.
Membership Renewed
Because the follow-up happened on time.
NOVA PANELS
Never leave your workflow.
Every task can open the exact tool it needs — right inside Taskly, as a panel, not a new tab.
Task: Review labs — David P.
Click "Start Clinical Note"
Scribely opens in a Nova Panel
Finish the note
Back to Taskly
AUTOMATIONS
Finish a task. Everything else moves on its own.
Completing a task doesn't just close a checkbox — it sets the next step in motion.
Workflow
When a task is completed
Task marked complete
↓
Outcome updates automatically
↓
Connected flows continue
↓
Chief follows up automatically
EVERYTHING CONNECTED
Nothing duplicated. Everything linked.
Taskly works beautifully with the rest of the ecosystem — the same task, the same patient, the same record.
Taskly
Assessly
Scribely
Coachly
Reachly
Payly
WHY TEAMS LOVE IT
Less clicking. Better teamwork. Nothing forgotten.
Less clicking
One board instead of five tabs open at once.
Better teamwork
Everyone sees the same board, in real time.
AI assistance
Chief carries real load, not just suggestions.
Faster follow-ups
Nova Panels mean nothing waits on a new tab.
Nothing forgotten
Every task is tied to an outcome someone owns.
★★★★★
"Taskly is the first task board our whole team actually uses — including the AI teammates. Nothing falls through anymore."
RM
Rachel Moreno
Practice Manager
★★★★★
"Patients tell us they feel more cared for between visits, not just during them."
OF
Dr. Olivia Ferreira
Physician
★★★★★
"Our front desk finally has room to breathe instead of drowning in calls and messages."
JC
Jasmine Carter
Office Manager
SECURITY & COMPLIANCE
Built to the standard healthcare data requires.
START SMALL
Start with Taskly. Expand into Nova when you're ready.
Taskly works beautifully on its own — and even better alongside the rest of the ecosystem, whenever your team wants more.
FAQ
Questions care teams actually ask.
Does Taskly replace our task manager or EHR tasks?
Yes — Taskly is built to be the one board your team actually works from, healthcare-specific out of the box.
Do we need the rest of Nova to use Taskly?
No. Taskly works fully on its own — Nova Panels only open the other tools when your team decides to use them.
Can AI teammates actually close out tasks?
Yes — within limits your team sets. Anything that needs judgment hands off to a person with full context attached.
Coordinate better care. Every patient. Every task. Every outcome.
