On the dashboard have a section for notes where you can write messages and reminders that you can tag to specific people in your organisation, or a general message to the team working that day, automatically carry it whatever remains unchecked to the next day Example of admin note to remind self: @admin - please update clients phone number (and be able to tag the client/apt that it applies to) so similar to a task list but have it.
Example of if its client related: @johnsmith update ndis plan dates and funding. If not ticked off offer the option of carrying forward to the clients next appointment