Creating & Managing Tasks

Updated on July 28, 2026 | 08:03 AM – CST

Tasks begin as patient messages, so you create them where the work actually comes up rather than in a separate list.

This video walks through the new message window and what to fill in, then shows you the Tasks screen with a count of everything currently open.

You'll also learn to sort by due date to surface what needs attention first, search for a particular task, mark one resolved, and switch on the toggle to review what's already been completed.