Tasks

The Tasks tab is a Dashboard shortcut into pending tasks (Latest Tasks or My Tasks & Unassigned). Open a row for the full Tasks workspace; full assign and complete rules live in the Tasks guide.

Design — Tasks tab

Results

Tasks

Messages

Orders

My Tasks & Unassigned

Call patient — lab follow-up

High · Due today · Assigned to you

Review referral packet

Normal · Due Fri · Unassigned

Tasks Tab

Title Latest Tasks (Super Admin) or My Tasks & Unassigned. This is a Dashboard shortcut into the main Tasks workspace.

Use the Action Center Tasks tab to see pending work without leaving Dashboard. Counts follow your practice/locations and role. You can also Create Task from a Results row when permitted.

Full assign, complete, and filter rules live in the Tasks guide. Use Tasks for work that outlives a single schedule-card status change.

Title: Latest Tasks (Super Admin) or My Tasks & Unassigned.
Rows show task title, priority/status, and due/assigned.
Click a row to open it on the main Tasks page.
Create Task is also available from a Results row when permitted.
Counts follow practice/location context and role.

How to open a task from Dashboard

Click a Tasks row on Dashboard to jump into the full Tasks workspace for that item.

The Dashboard list is a short inbox. Opening a row takes you to `/tasks` so you can assign, complete, or edit with the full page tools. Confirm Practice and Location(s) first if the list looks empty or incomplete.

How to do it

Open Dashboard → Action Center → Tasks.
Confirm Practice and Location(s) in the header if the list looks wrong.
Scan title, priority/status, and due/assigned on the row.
Click the row to open it on the main Tasks page.
Assign, complete, or edit using the full Tasks workspace.

Dashboard shows a short pending list—not every Tasks page filter.
Opening a row goes to the main Tasks page for that item.
Use `/tasks` for assign, complete, and fuller filters.
Empty or thin lists often mean wrong header context or role scope.

Dashboard Tasks vs /tasks

Use Dashboard Tasks for a quick pending list between visits. Use `/tasks` when you need the full assign, complete, and filter workspace.

Dashboard is best for spotting what needs attention while you run Today's Schedule. The full Tasks page is better for managing queues, assignments, and completing work with all filters available.

Super Admin may see a broader Latest Tasks list on Dashboard; others typically see My Tasks & Unassigned. Task Template under Practices still applies when creating standardized tasks from either place.

Dashboard: quick pending list while running day-of visits.
Full `/tasks` page: assign, complete, and fuller filters.
Super Admin may see Latest Tasks; others typically see My Tasks & Unassigned.
Create Task from Results can feed this list when permitted.
Task Template still applies when creating standardized tasks.