Before you begin
To see any tasks under the Groups tab, you must be a member of at least one task group in Admin → Calendar → Staff Groups.
See tasks assigned to you
The Me tab displays tasks assigned to you, allowing you to quickly return to your work without searching for it.
Select Task List from the left navigation panel.
Select the Me tab.
Review the tasks assigned to you
See tasks for the patients you are responsible for
The Patients tab shows all tasks for patients where you are the visit provider or a member of the care team on the current or most recent visit.
Select Task List from the left navigation panel.
Select the Patients tab.
Review the tasks listed for your patients.
The number badge on the tab counts the tasks for all patients shown in that tab.
See tasks assigned to your groups
The Groups tab shows all tasks from every group you belong to.
Select Task List from the left navigation panel.
Select the Groups tab.
Review the tasks listed for your groups.
The number badge on the tab counts the tasks from all groups shown in that tab.
See tasks for the whole practice
The Practice tab displays tasks from anyone in the practice upon searching for a patient, group, or staff, allowing you to inspect and manage the whole team’s tasks.
Select Task List from the left navigation panel.
Select the Practice tab.
Review the tasks listed for the practice.
Expand the Task List pane
You can widen the Task List pane's appearance.
Select Task List from the left navigation panel.
Select the expand icon at the top of the pane.
Task cards become larger, and tab headers expand. The layout does not otherwise change.
Collapse the Task List pane
Collapse the Task List pane from the same icon used to expand. The Task List opens in the collapsed view by default.
Frequently asked questions
Does the Patients tab show every patient in the practice?
No. The tab shows only patients where you are the visit provider or on the care team.
Does the number badge include tasks I cannot see?
No. The badge counts only the tasks shown in that tab.
Submit feedback
Feel free to give us feedback on the Task List 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].