English
Customer Portal Talk to Sales
Submit Ticket
Skip to content
English
More support Customer portal
Submit Ticket
  • There are no suggestions because the search field is empty.

Tasks

The TASKS module serves as the central workspace for viewing and managing tasks across multiple patients and leads. It provides a clear overview of all assigned and unassigned tasks across locations.
Notes
If you are working with a specific patient or lead, you can manage tasks directly from their profile. The Tasks tab within each Patient and Lead profile allows you to create, view, and update tasks that are linked to individual profiles without switching modules. For details, see Create tasks for personalized care.
Info
PREREQUISITES:
  1. Users can have the permission to view, create, edit, and/or delete tasks, depending on their security role set up by an administrator.
  2. Those who do not have permission to VIEW will not have access to the Tasks module.
  3. Users can see only tasks linked to the locations to which they have access and assign tasks to users linked to these locations.

Create and edit tasks

To create a new task:
  1. Click the + TASK icon in the upper-right corner.
  2. Fill in all the required fields. All mandatory fields are marked with an asterisk*.
  3. After selecting a patient/lead, you can click Patient summary to quickly review their profile and ensure the task aligns with their current care.
  4. Click CREATE.



To edit an existing task:
  1. Click on a task entry or use   > Edit.
  2. Modify the information that needs to be changed. NOTE: When changing the due date and time, it cannot be in the past.
  3. If required, verify patient/lead details via the link to Patient summary. Patient/lead information will be shown on a separate tab.



  4. Click SAVE.

Search specific tasks

When you open the TASKS module, you will see all incomplete tasks scheduled for the current day. By default, the task list displays tasks that are either assigned to you or unassigned, up until 11:59 p.m. The Due Date Alert column highlights tasks that are either overdue or approaching their deadline, helping you prioritize what needs attention.

To adjust the filter criteria and quickly locate specific tasks, utilize the filters available in the left-side panel.



To view completed tasks, select statuses that have the “Completed” state enabled. In Environment Settings, you can configure task statuses to be either Complete or Incomplete. A status marked as Completed will automatically close any task assigned to it. To adjust these settings, go to Environment Settings > Task Management > Statuses. For more details, see the  Task management section or refer to  this video tutorial.

To clear any field, click the CLEAR icon  .

Track and sort tasks

By default, tasks are sorted by date and time and then by priority (in this order: high - medium - low). 
Users can sort tasks by any parameter. 

Sorting parameters will be applied in this order:
  1. Chosen parameter
  2. Date and time (always in descending order)
  3. Priority (high – medium – low)
When sorting by the ASSIGNED TO parameter A-Z, Unassigned tasks will appear at the top of the list.

EXAMPLE: To sort tasks by category, click on the name of the column CATEGORY. 
The tasks are sorted in the following order:
  1. By category (A-Z) in descending order  .
  2. Tasks with the same category are sorted by DATE and TIME in descending order.
  3. Tasks with the same due date and time are sorted by PRIORITY (high - medium - low).