Tasks are work that needs an owner and a due date but does not fit cleanly in any other module. Follow up with the patient who did not show up. Chase the lab for a delayed result. Order more filler before the weekend. Anything that would otherwise sit on a sticky note now sits in the system with accountability.

For staff, working tasks#

My tasks#

Open Tasks → My tasks. Today's tasks at the top, then upcoming, then overdue. Sort and filter by patient, category, priority.

Create a task#

Click + New task.
Title (what needs to happen).
Assignee (one person accountable).
Due date and time.
Priority: low, medium, high.
Optional: tags (free labels, see the Tags note below), linked record (patient, lead, session, invoice, vendor), followers, start date.
Optional: description (rich text, paste a checklist here today if you need sub-steps).
Save.

There is no Category field today. Use tags to classify. The tag list is shared with the patient tag taxonomy, so tag names like follow-up, vendor, lab are visible across both surfaces.

Complete a task#

Two ways:

From the kanban: drag the card to the Done column.
From the detail drawer: open the task, change Status to Done, save.

If you want to record how it went, add a comment from the task drawer's Comments tab before closing. The comment is timestamped and author-stamped and stays on the audit trail.

Reassign#

If you cannot do it: open the task, change Assignee to the new owner, save. The new assignee gets notified through the standard task channel.

Coming soon. The behaviour described below is on the roadmap. Today: one-click escalation does not exist. Escalation is manual: change the assignee to the manager and add an @mention in a comment explaining why.

For managers#

See every task in your team#

Open Tasks, set the Team filter to your team. The list resolves the team to its members and shows every task whose assignee is on that list. Overdue ones are highlighted by the Overdue filter. Reassign by opening any task and changing the assignee.

Bulk create#

For repetitive follow-ups (e.g. call every patient who got a botox session 7 day