🎥 Tutorial guide
Assigning Tasks and Managing the Tasks Board
Tasks help staff coordinate clinical and administrative work around a patient visit without losing responsibility or progress history.
✅ What a task should include
- A clear activity to complete
- Priority level and due date
- Assigned staff member or team
- Current status as work progresses
- Comments when clarification or handover is needed
🔁 How tasks support care
📌 Create
Add tasks such as wound dressing checks, discharge letters, follow-up consultations, or test requests.
👤 Assign
Assign the task to yourself, a colleague, or leave it unassigned for the team to pick up.
💬 Update
Staff can comment, reassign, or update progress until the work is completed.
🕒 Trace
Task creation and status changes are recorded in the patient timeline.
💡 Clear wording: Write tasks as actions, not vague reminders. For example: Prepare discharge letter is better than Discharge.
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Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.