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View, Edit, and Complete Tasks in Mobile App

To view and complete tasks, select the tasks page in the middle of the bottom navigation bar.

Filter the Task List

By default, all of your own, uncompleted tasks are listed on the page. You can use the filters at the top of the page to show tasks by the assigned user, task status (done, not done, or starred), and task type.

Edit a Task

  1. On the tasks page, select the task to open the task details page.

  2. Select Edit in the top right-hand corner of the page.

  3. Edit the task details. You can change:

    • the task title, status, and type

    • whether the task is starred

    • the deadline and the task reminder

    • the assignee

    • the task description

    • the linked client and patient

  4. When ready, select Save in the top right-hand corner of the page.

Mark a Task as Done

  1. On the tasks page, select the task to open the task details page.

  2. Select Mark done.

See Also

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