Using the professional Action Centre

Work from the four main sections

Due private-note reminders can also surface in the Action Centre. Client names remain visible so similar tasks are not mistaken for work in another care team.

• Assigned to me — tasks that need your response or action.
• Ready for review — responses on tasks you created or are permitted to review.
• Waiting on others — tasks you are tracking after assigning them to somebody else.
• Completed — finished work available for reference.

Focus the view

Select a client to limit the board to that workspace, or keep All clients selected for a cross-client work queue. View settings let you choose the available display and scope; Kinovo saves those preferences.

A Team tasks scope appears only when your membership permits whole-team task visibility. It provides oversight but does not grant edit authority by itself.

Create without losing client context

Open Create. If All clients is selected, choose the client first. Kinovo then offers the actions your role is permitted to perform.

• Quick coordination: task, quick invoice, message, document or private note.
• Build workspace: goal or Care Protocol.
• If an action is locked, request the narrow permission from the Team leader when that option is available.
• Private notes remain available because they are author-only.

Move into the client workspace when needed

After selecting a client, choose Open client workspace for their full overview, documents, protocols, team and messages. Use the Action Centre for fast coordination; use the client workspace when you need broader context.

Keep the Action Centre focused