After tasks are created in your clinic, you can view and manage them from the tasks list. The tasks list provides a centralized location where you can see all tasks or filter to view specific tasks, and customize the information available in the list. From there, you can manage tasks throughout their lifecycle, from starting a task to tracking its progress and marking it as done.
Steps
1. You can view tasks from different locations in the CHR:
To view all tasks in your clinic, from the main menu, click Tasks.
On the icon, a blue circle with a number indicates how many new tasks with a start date of today or earlier are assigned to you.
💡Tip: You can decide to include in the counter tasks with all priority levels or only high-priority levels (urgent and critical). Refer to Modifying your user preferences. Your clinic administrator can also define a default clinic-wide preference for this counter in Settings > Tasks > General.
To view tasks specific to a patient, in the patient’s chart:
From the Start/Open menu or the Quick Menu in the dashboard, click Tasks.
From the Summary view, expand the Tasks section.
💡 Tip: You can hide completed or cancelled tasks from the summary view (refer to Customizing the patient summary).
Tasks appear in a table format. The following information is available:
Column | Description |
Mass action checkbox | 📌 Note: This column is only visible from the main tasks list and if you have the required permission.
You can select one or multiple tasks and simultaneously apply an action to them without having to open the tasks.
Refer to Performing mass actions in tasks. |
Priority | You can identify Urgent tasks by their red indicator, and Critical tasks by their black indicator.  
By default, critical tasks appear at the top of the list, followed by urgent tasks, then routine ones. |
Status | Status of the task (new, in progress, on hold, cancelled or done). Each status has a different coloured dot for easier identification. |
Category | Category assigned to the task. A dash appears in this column if the task doesn’t have a category assigned. |
Name | Short description of the task. |
Created by | User who created the task |
Assignee | User the task is assigned to.
A dash appears in this column if the task isn’t assigned to anyone. |
Start date | Date the task needs to be started.
By default, tasks are sorted by priority, and then by start date. |
Due date | Due date of the task. If the task is past due, a red indicator appears with the number of days late.  |
Patient | If the task is linked to a patient, their name is displayed. Click it to open the patient’s record.
📌 Note: This column is only visible from the main tasks list. |
Location | The location associated with the task. |
Created at | The date and time the task was created. |
💡 Tip: You can customize the columns you see and their order. On the right-hand side of the column headers, click the Configure icon (gear icon). To hide a column, clear the checkbox, and to re-order the columns, click and drag the 6 dots beside the column name. You can also resize columns by clicking and dragging a column divider to the left or right.
2. To filter the list of tasks, select a preset View, or set the desired filters. Refer to Filtering and sorting the tasks list.
3. To edit or manage a task, click the task. The Task panel opens on the right. The open task is highlighted in the list.
4. To edit information on the task, click a field and make changes. Your changes are automatically saved when you select a new value or click outside the field. For more information on available fields, refer to Adding tasks.
📌 Note: You cannot change the patient assigned to an existing task.
5. To view files attached to the task, click an attachment. The attachment opens, and the task panel remains open on the right.
6. To start a task, click Start task at the bottom. The Status changes to In progress and the task is assigned to you.
7. To track the progress of a task:
Update its status from the status list at the top or by clicking the downward arrow next to Start task or Mark done at the bottom.
Add comments that other users can read. Enter any relevant update in the Comments field and click Send. Your name and a timestamp are recorded
8. To complete a task, click Mark done or change the status to Done.
9. To navigate to the next task in the list, click the Next arrow in the top-right or bottom-right corner, or Next task after completing a task.
📌 Note: All changes made to a task are recorded in the History tab.
Updated November 14, 2025