We developed Tasks with you in mind . We are aware of the constant hustle of day-to-day work and understand how complicated it can be to attend to patient needs while documenting every detail. We are

We developed Tasks with you in mind. We are aware of the constant hustle of day-to-day work and understand how complicated it can be to attend to patient needs while documenting every detail. We are confident that Tasks will make your days more organized and manageable.

Discover how to make the most of it in just 6 steps!

1. Create a Task

Generate tasks for your team as well as for yourself in order to foster team collaboration and effectively document your patients' needs.

2. Add an internal note inside an existing Task

Document actions, needs, or relevant events related to your patients to maintain a comprehensive organization of all notes related to them.

3. Close a Task

If the Task is assigned to you, you will be able to close it. Otherwise, you will not be able to close tasks assigned to another department or team.

4. Reassign Tasks

Optimize the reassignment of tasks between different departments or teams and foster effective collaboration with your team.

5. Create a Task from a conversation

To optimize your time management, we recommend avoiding switching screens when creating a task. Instead, you can do this directly from the Conversations portal, simplifying the process.

6. Customize to your preference and needs

Customize the columns according to your needs.
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