> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attach Task Follow-ups to Faxes

> Create and manage follow-up tasks tied to a fax, assigned to a user or a group.

You can attach follow-up tasks directly to incoming or outgoing faxes, making it simple to track next steps right from your fax list. Tasks created this way are pre-filled with the fax (and patient, when available) so you don't have to re-enter context.

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#### Open the Tasks for a Fax

On the **Faxing** page, each fax row has a **Manage Tasks** button:

* A **red** dot means the fax has incomplete tasks.
* A **green** dot means its tasks are complete.
* No dot means there are no associated tasks.

Click **Manage Tasks** to open the **View Tasks for Fax** drawer. From here you can:

* **View details** — expand a row to see the task type and description
* **Edit** a task with the pencil icon
* **Delete** a task with the trash icon
* **Update status** — mark a task **Not Started**, **In Progress**, **Done**, **Blocked**, or **Archived**

#### Create a New Task

Click **New Task** in the drawer. Give the task a title, then set its priority, due date, and type. For the assignee, choose whether to **Assign to an Individual User** (select an **Assignee**) or **Assign to a Group** (select an **Assignee Group**) — group-assigned tasks can be claimed by any member of the group.

The task is automatically associated with the current fax. Click **Create** once the required fields are filled.

#### View from the Tasks Page

Go to [the Tasks page](https://insights.athelas.com/tasks) and use the **My Tasks** tab to see tasks assigned to you, or **Assigned by me** to see tasks you assigned to others. A column shows the linked fax for each task; click it to open the fax document.

### FAQ

<Accordion title="Can I link the same task to both a patient and a fax?">
  Yes. If a fax is already tied to a patient, creating a task for it links the task to that patient automatically, so it also appears on the patient's task page. You can adjust this by adding or removing patients on the task form.
</Accordion>

<Accordion title="Can I add a fax to a task from the Tasks page?">
  No — you create a fax-linked task from the **Faxing** page. From the Tasks page you can view and manage tasks that are already linked to faxes, but not attach a new fax to a task.
</Accordion>