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Dock 101 Guide
We want you to get up and running on Dock as quickly as possible. This short guide should get you started. Once you’re through it, feel free to explore, too.
What is Dock? A simple, HIPAA-compliant task management and collaboration platform, built specifically for healthcare.
A place to call Home
We’ve created a dashboard we’re simply calling Home. It displays your assigned tasks across all of your lists, organized by due date: Today or next 7 days, If there arent’ assigned due dates, they’re simply listed as My Tasks.
What’s a Task?
A task is what we call your to-dos. But instead of Post-its and random unintelligible notes, they’re organized into neat lists, with the information your team needs.
What’s a List?
Lists are sort of like folders where you keep all your tasks, all nice and organized. You can create as many lists as you like, and name them whatever you want.
Some of the basics
Features you should know about
Dock’s feature set was designed to be intuitive and easy to use. Here are some of the primary features you can use every day.
Minimum & Maximum views
Minimum view displays the list of tasks within a Group, while Maximum view shows all the comments made on each task
Drag & drop it
We made ordering tasks easy. Simply drag and drop them in the order you want.
Open a drawer
Click on a task on your Home screen. The drawer will slide out from the right side of the screen to reveal all its details.
A red dot = new
A red dot next to comments, due dates, labels, or attachments means something new was added since the last time you logged in.
Click the icon at the top left of the screen to access the rest of the pages within Dock.
Look for the blue dot
If you see a blue dot next to the number indicating how many open tasks there are in a list, it means something new was added to that list.
Organize a list using Groups. Add as many groups as you'd like and feel free to move them to any location on the page.
We have robust filtering
that allows you to use multiple criteria, so you can quickly find exactly what you're looking for.
1. Start by creating a task list
To create a new list, simply click the button in the upper right corner of the window. Name your list by patient or clinic or however you’d like your lists organized. After the list is created, you can add tasks to it.
Name lists by patient or provider to keep tasks organized.
2. Then, invite members to your list
Once you have created your list you can invite other members. Invite members by clicking on the three dots on the right side of the List. Select “Invite Members” from the menu.
Invite others to a list to collaborate and share tasks.
3. To edit/delete, click the dots
If you’re an admin of a list, you can delete or edit a list by clicking the three dots to the right of it. A drop-down menu will appear and give you the choice to delete or edit the list.
Keep your lists updated to stay organized.
4. Add a new task to your list
Adding a new task is a snap. Simply click on the box with “+ Add Task” in it, then type in your task and hit the enter key. The new task will save to your list.
Quickly add tasks to stay on top of your to-dos.
A major part of organizing
Building a Task List
The first step to ditching all those Post-its and washing your hands of all those scribbled notes is creating and building out a task list.
Getting your tasks together
Anatomy of a Task List
Now that you've created a list, let's take a quick look at what's actually in there.
Find the title of your list up top
When you click on a List, you get an inventory of open, new and completed tasks
Peruse your tasks
Lists are set up to easily scan your tasks, with the ability to click on any one of them to get details.
Breaking down a Task:
For projects bigger than one task
Creating a Subtask
Some tasks are too complex for a single task. So you have the ability to create subtasks and assign them to different team members to complete.
Subtasks on your list
Subtasks are easy to create and appear under the main tasks for easy tracking.
Sample of a subtask:
Where all the details are tucked away
Check your drawers
Double-clicking on the body of any task or subtask will slide open a drawer full of all the details and comments on that task.
What's in a Drawer:
Adding a subtask &
deleting or duplicating tasks
Click on the three dots to reveal the dropdown to create a subtask, or delete and duplicate
Due date & due time
Easily assign a due date and time for tasks. Based on that, we'll send alerts to remind you this task is due.
Look here quickly to see the status of a task on your list.
Labels make it easier to search for and find tasks by letting you create and assign searchable labels - like Phone Calls or Imaging - to individuals to-dos.
Editing & deleting comments
Mouse-over a comment to reveal links to edit or delete a comment you've made.
You can view an individuals task's history of changes that includes each change that occurred since the task was created