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Change Task Statuses

In Instinct EMR and Instinct Treatment Plan, every task has a status: To-do, In progress, Completed, or Voided. You can change a task's status at any time after it is created/saved to show where the task stands.

Written by Melissa Duarte

Task statuses

  • To-do: The task has not been started.

  • In progress: Someone has started working on the task.

  • Completed: The work is done.

  • Voided: The task is no longer needed.


Change a task's status

  1. Click Task List in the left navigation panel to open the Tasks panel.

  2. Click the 3-dot menu on the task you want to update.

  3. Select Status.

  4. Select To-do, In progress, Completed, or Voided.

The task displays its new status and will be grouped under its corresponding status when your task list's Group by option is set to Status.

Note: You can move a task between any statuses. For example, you can move an In progress task back to To-do, or vice versa.


Complete a task in 2 ways

  • Select the checkbox to the left of the task’s name.

  • Select Status → Completed from the task's three-dot menu.

Uncomplete a task in 2 ways

  • Uncheck the checkbox to the left of the task’s name. The task will move back to To-do when it is uncompleted this way.

  • Select Status → To-do from the task's three-dot menu.


Void a task

Select Void from the task's action menu, or select Status → Voided. To learn more, see Edit or Void a Task and View Its Audit Log.


Filter and group tasks by status

  1. Click Task List in the left navigation panel to open the Tasks panel.

  2. Select the Filter icon.

  3. Choices:

Group by → Status

Filter by status → All statuses, To-do, In progress, Completed, or Voided

You can choose multiple statuses when using the Filter by status option.


Frequently asked questions

What status does a task have after I uncomplete or unvoid it?

When unvoided or uncompleted, the task returns to To-do, and for unvoids, the previous void reason remains in the task notes unless manually removed.

Who becomes the assignee when I mark a task In progress?

Whoever is initially assigned to the task remains the assignee unless manually changed.

Can I see who changed a task's status?

Yes. Select View Audit Log from the task's action menu to see every change made to the task.


Submit feedback

Feel free to give us feedback on task statuses by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.


Still need help?

Contact support via live chat or email [email protected].

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