Using My Tasks
Updated over a week ago

Use the task list within the TELUS Collaborative Health Record (CHR) to track your follow-up or unfinished activities. You can assign a priority, due date and patient to the tasks, and reorder them.

You access the My Task List widget from the bottom of any window in the CHR. You cannot remove the My Task List widget.

A red circle with a number indicates how many new tasks you have.

📌Note: You can set a due date to follow-up on your tasks but you do not get a reminder. We recommend using the inbox as a task list. For more information, refer to Snoozing inbox items.


  1. Click the widget to open the My Tasks window.

    💡 Tip: You can minimize this window or move it anywhere on your screen.

  2. To add a task, click +New Task or the + in the top-right corner of the window. Enter the task details and select the priority, the due date and the patient, if applicable.

  3. To edit a task, click the task and make your updates.

  4. To rearrange tasks, simply drag and drop them in the desired order.

  5. To complete a task, select the checkbox in the top left of the task. To restore a task, click the task and clear the checkbox.

  6. To hide tasks completed, click Hide Completed. To view completed tasks, click Show Completed.

  7. To delete a task, due date or patient, click the red x next to it.

  8. To open the patient chart, click the blue arrow next to the patient’s name.

Updated July 26, 2023

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