Healthcare project template

Who this healthcare project template is for

It's for clinics, medical offices, multidisciplinary teams and healthcare service managers who want to organize the routine of patient care and follow-up: scheduling, return visits, protocols. The administrative side of a practice lives on remembering things, and that's where the template helps.

It doesn't replace a medical records or billing system. It handles the tasks and deadlines around the care.

How the project comes set up

When you create your account and choose the Healthcare template, Tasskee creates the project with five statuses, in this order:

1. Scheduled;
2. In care;
3. Follow-up;
4. In approval;
5. Completed.

The two workstreams are Patient care and Protocols. The table above shows the four sample tasks: organize the appointment schedule, record a sample patient chart, schedule return visits and review care protocols. Three are in Patient care and one is in Protocols. The template doesn't create a sprint.

How to adapt it to your team

Suggestions, so you can adjust it to your service:

• Administrative tasks, not clinical ones. Use the project for return-visit reminders, pending documents, purchases and reviews, leaving clinical data in the clinic's own system.
• A Follow-up column for return visits. Everything waiting on a second contact goes there, with a due date.
• Workstreams by specialty or by location, when there's more than one.
• Protocols as periodic review tasks, with an owner and a date for each.

Because you handle sensitive information, define which team members see each project and read the security and LGPD (Brazil's data protection law) page.

Tasskee features that go well with the template

The calendar shows the week at a glance and the Kanban board shows what stage each pending item is in. Automations send a notice before the due date, which helps you not forget return visits. For communication with patients, there's Customer Service, a paid per-channel add-on that handles WhatsApp and email and works alongside the Pro or Max plan; evaluate whether your use fits, considering the privacy rules in your field.

The weekly status report template can serve as an agenda for the team meeting.

A simple agreement for the clinic

Pick one person to look at the Follow-up column every morning. They see the return visits to schedule and the pending items coming due, and hand out whatever is needed. A five-minute habit usually prevents most routine slip-ups.

How to get started

The template is chosen at signup, when you create your account: in the onboarding step, choose the Healthcare template and the project appears already set up. The Free plan supports up to 3 users, and the 15-day trial unlocks Pro, no card required.