Tasks

Use tasks to give a job to a colleague, like calling a patient back or ordering materials. Go to Logs → Tasks:

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➕ Add a task

Click New Task (1):

1. Enter the task Name.
2. Choose who it’s Assigned To and the Branch.
3. Set the Due Date and Priority.
4. Tick Approval Required if someone must approve the task once it’s done.
5. Add any Details and click Create.

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✔️ Follow up tasks

The assigned user is notified. When the job is done, they mark the task Completed. If approval is required, the task then waits for someone to Approve it.