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Tasks are an internal communication tool for creating personal tasks with reminders, assigning tasks to other users and notifying users wh...

Tasks Overview and Settings

In the top menu bar, select the checkmark icon and then +Create task.


In the Create task dialogue, add the task details. Title and Assig...

Create a Single Task

In addition to single tasks, you can create tasks that are repeated regularly, for example, for end-of-day reports.



Create a new task a...

Create a Repeating Task

Tasks can be generated automatically for certain events, for example, when a referred patient arrives, when finalising invoicing, or when ...

Set Up Automatically Created Tasks

To view your tasks, select the checkmark icon in the top menu bar. You can open tasks assigned to you directly from the drop-down menu or ...

View Tasks

When you have completed a task assigned to you, select the checkmark button at the end of the task row to mark it as done.
You can also op...

Mark a Task as Done

Creating and Managing Tasks

Find answers and get help from Intercom Support and Community Experts

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