You can create tasks to organize and track work that you or other users in your organization need to complete. You can add tasks from several locations in the CHR, including the main Tasks list, patient charts, encounter notes, and patient documents. Depending on where you add the task from, some fields are automatically filled in. Once created, tasks appear in the tasks list where you can view, manage and complete them.
Steps
1. You can add a task from the following locations in the CHR:
From the main menu > Tasks, click + New task in the top-right corner.
From the patient chart:
In the Summary view, in the Tasks section, click the + icon.
From the Start/Open menu, or the Quick Menu in the Dashboard view, click Tasks, then + New task.
From an encounter note, in the Automated Follow-Up section, click +Add Task.
From a patient file, lab result or fax:
From the Inbox, open a file, lab result or fax, and click +Task at the bottom.
📌 Note: The document needs to be assigned to a patient for the + Task option to be available.From the Patient Files or Lab Results section of the patient chart, open a document and click + Task.
💡Tip: If you have quick tasks configured, the + Quick Task option is also available. Click + Quick Task, then select a template from the list. Depending on the template configuration, the task opens with the selected template already applied, or the task is automatically created. For instant tasks, i.e. tasks that are automatically created, the assignee (or Unassigned) is displayed under the template name.
2. In the New task panel that opens on the right, fill in the desired information using the following table as reference.
Field | Description |
Name | Give a descriptive name to your task, or search for a task template by name and select it from the list.
If you select a template, any fields defined in the template are automatically filled in.
📌 Note: You can enter a maximum of 255 characters. |
Task Category | Select the category of the task. If you leave this field blank, the task category will appear as Unassigned. |
Summary | Enter a description for the task. You can include instructions for the person who will complete this task. |
Status | By default, the New status is selected. Change the status if needed. |
Priority | Select the priority of the task (Routine, Urgent or Critical). |
Start By | Set when the task should be started by. You can select:
|
Due Date | If you want to set a due date in addition to the Start By date, select a relative date or specific date in the field.
If you select a relative date, the date is calculated from the Start By date, i.e. if you select 7 day(s), the due date will be 7 days after the Start By date. |
Patient | To link the task to a patient, click + Patient, search for and select the patient.
If you add the task from a patient chart, a patient file or an encounter, the patient is automatically selected.
To change the selected patient, click Change patient and search for the new patient.
To remove the patient, click the x icon next to the patient. |
Attachments | To attach files from the patient’s chart, click + Attachments > Attach a file of <patient name>.
In the window that opens, select all the files you want to attach to the task and click Select. Refer to Printing or exporting patient charts for more information.
 If you add the task from a patient file, fax, lab result or encounter, the document is automatically attached to the task.
📌 Notes:
💡 Tip: You add other tasks as attachments, making it easier to navigate between different tasks for the same patient. |
Location | Select a location from the list.
If you add a patient, the patient's primary location is selected. |
Assignee | Select the user who will complete this task. If anyone can complete this task, leave this field blank.
📌 Note: Only users who have the Tasks: Add or view tasks permission appear in the list. |
3. Click Save. The task is added to the tasks list.
4. To edit a task, click the task in the list. For more information, refer to Viewing and managing tasks.
Updated November 14, 2025