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Support planning in Elate is built around two building blocks: tasks and packages. A task represents a single item of care — such as preparing a meal or assisting with personal hygiene. A package groups multiple tasks together so they can be delivered as a complete set during a single support session. Together, tasks and packages form the foundation of every support activity you schedule for a recipient.

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Accessing Support Planning

1

Open the recipient's profile

Navigate to the Client Dashboard and select the support recipient you want to create a plan for.
2

Go to the Support Planning tab

Click the Support Plan tab within the recipient’s profile dashboard. You will see two sub-tabs:
  • Tasks — Create and manage individual support tasks.
  • Packages — Group tasks into structured packages for delivery during a support session.

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Creating a Task

1

Open the Tasks tab

Select the Tasks tab within the Support Planning section.
2

Click Create New Task

Select Create New Task to open the task creation form.
3

Complete the task form

Fill in the task title and description, providing enough detail for the carer who will deliver it.
4

Assign a category

Choose a category from the dropdown list to help organise tasks by type. If the category you need does not yet exist, type the new category name into the field and select “Add [your category name]” from the bottom of the dropdown. The new category is saved automatically and becomes available for future tasks.
5

Save the task

Click Save Task to add it to the recipient’s support plan.

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What You See in the Task List

Once saved, each task appears as a card in the Tasks tab displaying:
  • Task title — The name of the task as entered.
  • Task description — A summary of what the task involves.
  • Category — The care category the task is grouped under.
  • Package status — Whether the task has been added to a package yet.
  • Scheduling status — Whether the task has been linked to a scheduled support activity.

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Creating a Package

Packages allow you to bundle related tasks so that a carer receives a clear, ordered list of everything to complete during a visit.
1

Open the Packages tab

Select the Packages tab within the Support Planning section.
2

Click Create Package

Select Create Package to open the package builder.
3

Complete the package details

Enter a name and any relevant details for the package.
4

Add tasks to the package

Add tasks using either of these methods:
  • Search — Type keywords from the task title into the search bar to find it quickly.
  • Browse — Scroll through the full task list and select the tasks you want to include.
  • You can also create a brand-new task directly from within the package creation screen if you need to add one that does not yet exist.
5

Reorder tasks

Use the Package Summary panel on the right-hand side to set the order in which tasks will appear during delivery. Select and hold a task, drag it to the desired position, then release to place it.
6

Save the package

Click Save Package once all tasks have been added and arranged. The package is now available for scheduling as part of a support activity.
Order tasks in the package to reflect the natural flow of the visit — for example, placing personal care tasks before meal preparation — so that carers can work through the list efficiently without having to re-read the full plan.

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Managing Existing Tasks

You can manage individual tasks or perform actions on several at once using the task list’s selection and action tools.

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Selecting Tasks

Tick the checkbox on the left side of any task to select it. Select multiple tasks to perform bulk actions across all of them at once.

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Available Actions

Once one or more tasks are selected, action buttons appear at the top of the task list:
To manage a single task without selecting it, click the Actions button on the right-hand side of that task row. This opens a dropdown with the same set of options, giving you quick access without affecting other tasks.