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Stay on Top of Tasks

A guide to staying organized with all your caregiving tasks.

Written by Jennifer Fairchild

Use the Tasks Module to manage all your caregiving-related tasks and to-do items. You can create, organize, and track everything you need to stay on top of caregiving at a glance.

Create a New Task

To create a new task, follow these steps:

  1. Select the Tasks Module.

  2. Click the blue plus icon.

  3. Enter the task details.

  4. Click Add Task.

The To Do section will display all your existing caregiving tasks, like shown below.

Edit a Task

Click on the task to view its details. Inside, you'll see who created the task, along with its priority, due date, status, and other documentation, as shown below. To edit this information, click the blue pencil in the top right-hand corner of the task.

Edit Task Status

To quickly adjust your task progress, click the circle to the left of each task on the Task Module home page. The task progress options are:

  • To Do

  • In Progress

  • Complete

  • Cancel

Task Details at a Glance

On the far right of each task, you'll find its due date, assigned member, and priority level. This gives you a quick snapshot of what's due, who's responsible, and how urgent it is, so you can prioritize your day without having to click into every task individually.

Add a Comment

You can also add a comment to any task by clicking the blue chat icon in the bottom right-hand corner, making it easy to share updates, ask questions, or keep your care team in the loop without leaving the task. Each time a comment is added, the total count on the chat icon will increase.

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