- Title (required) and a clear Description
- Assignee — switch between Assign to an Individual User (choose an Assignee) and Assign to a Group (choose an Assignee Group). Group-assigned tasks can be claimed by any member of the group.
- Patients (optional) — link the task to one or more patients; linked tasks appear on each patient’s profile
- Priority — No Priority, Low, Medium, High, or Urgent
- Status — defaults to Not Started
- Due Date
- Task Type — pick an existing type or manage the list via Manage Task Types
- File — optionally attach a file (larger files take longer to upload)
FAQ
Can I assign a task to a team instead of one person?
Can I assign a task to a team instead of one person?
Yes. In the Assignee section, choose Assign to a Group and select an Assignee Group. Any member of that group can claim and work the task.
How do I link a task to a patient?
How do I link a task to a patient?
Add the patient (or patients) in the Patients field when creating the task. The task then appears on that patient’s profile.