Rostery
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NDIS Task Management for Care Teams

A shared list of follow-ups with owners, due dates and the participant they concern, grouped so the overdue ones are always on top.

  • One shared list
  • Grouped by due date
  • Linked to the participant
  • Tasks from email
Tasks by status, with overdue work surfaced

The follow-ups an NDIS office juggles

None of them is hard. The trouble is remembering all of them.

Documents to chase

A signed service agreement, a consent form, a worker's certificate.

Reviews to book

Annual reviews and plan review meetings.

Calls to return

Plan managers, support coordinators and families.

Reports to send

Progress reports due before a plan review.

Onboarding steps

Everything a new participant or worker needs before day one.

Billing checks

Queries to resolve before the invoices go out.

An NDIS office runs on follow-ups: call the plan manager, chase a signed service agreement, book an annual review, send the progress report. When they live in notebooks and memory, they get missed. Rostery tasks put each one in a shared list with an owner, a due date and a status.

How NDIS task management works in Rostery

On the Tasks page, office staff create a task with a title, a type (support session, care planning, assessment, annual review, training, administrative, transport or your own), the participant it concerns, who it's assigned to and when it's due. A task can also carry a description, a support category, a duration, a billable flag and a file such as a document or photo. Set your own task types and durations to match how your team works.

The list groups tasks into overdue, today, this week, later and no due date, with quick filters for what's due today and what's overdue. Statuses run from planned and in progress to done, with not required, cancelled and invoiced for the rest. In the Mail workspace, any email can be turned into a task, and a task can carry a reminder that's emailed to its owner at the time you set.

How Rostery handles tasks

1

One shared task list

Create tasks with a title, type, participant, owner, due date and status, plus a description, duration, billable flag and one attached file.

2

Grouped by when it's due

Overdue, today, this week, later and no due date, with quick filters for due today and overdue.

3

Linked to the participant

Each task can name the participant, the support category and the funding it relates to, so the context is on the task.

4

Tasks from email, with reminders

In the Mail workspace, turn any email into a task and set a reminder. Rostery emails the owner at that time.

Who uses it

Coordinators

Keep track of their own follow-ups and the ones assigned to them.

Office managers

See what's overdue across the team and reassign it.

Support coordinators

See office tasks and support coordination tasks in one list in Mail, including key dates Rostery creates for them.

Habits that keep a task list useful

  • Every task has an owner
  • Every task has a due date
  • Tasks name the participant they concern
  • Finished tasks are closed as done or not required
  • The overdue list is checked every morning
  • Emails that need action become tasks, not flags

Get started in four steps

  1. 1

    Set task types and durations

    Match them to how your team works.

  2. 2

    Add your open follow-ups

    Move what's in notebooks and inboxes onto the list.

  3. 3

    Turn emails into tasks

    Use the Mail workspace for anything that arrives by email.

  4. 4

    Check overdue daily

    Start each day with the overdue filter.

See Tasks on your own data

A guided demo with your participants, staff and price book. No obligation.

Book a Demo

Tasks: questions

Yes. On the Tasks page you can assign a task to any staff member. Due date and owner are optional, but most teams set both.

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