How do I use Tasks?
Create, filter, complete and edit your clinical to-dos on the Tasks page.
How do I use Tasks?
Tasks lists the to-dos assigned to you or created by you. Find it in the Admin group of the sidebar.
Who can do this: clinicians.
Create a task
- Select the + (New Task) button.
- Enter a Task Title, then choose a Priority (Urgent, High, Medium or Low), a Due Date and a Category.
- Optionally choose an Assignee and add a Description.
- Select Create Task.
Categories are Lab Review, Medication, Administrative, Patient Follow-up, Documentation, Referral and Other.
Work through your list
- Use All, Pending, In progress and Completed to filter. Type in Search tasks... to find one.
- Tick a task's checkbox to mark it completed. Tick it again to reopen it.
- Open the actions menu on a task and select Edit Task or Delete Task. Unless you are a clinic admin, you can delete only tasks you created.
Other parts of GRAICE also add tasks for you. For example, a patient's refill request arrives here. See Handle a refill request.
If something goes wrong
"Failed to load tasks" or "Failed to update task" means a temporary error. Refresh the page and try again.