How to update, complete, reopen, or delete tasks

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Edit a task

1. Open Tasks and find the Task with filters if needed.
2. Open the Task.
3. Update Description, Assigned to, Patient, Due on, clinic Tag, Repeat, or urgency.
4. Add a comment when teammates need to understand why the plan changed.
5. Review the details and select Save task.

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Workflow-managed Tasks are different

Some Tasks are created and advanced by an automated workflow, such as a clinic morning report. A workflow-managed Task shows the note Managed by the morning report workflow. Its main details and ordinary complete, edit, copy, and delete actions are unavailable while the workflow owns it.

Use Comments for updates. Only the designated reviewer or a clinic Admin can complete the ready human-review step. The automated steps change on their own.

Read 👉 Review an automated morning report in Tasks

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Change a Task's status

To change a status:

• With your mouse: Hover over the compact status control, then select a status from the menu.
• With your keyboard: Focus the control and press Enter or Arrow Down to open the menu. Use the arrow keys to navigate, then press Enter or Space to select. You can also press 1–4 to choose a status. Press Escape to close the menu or Tab to close it and move on.
• To toggle completion: Select the compact status control or focus it and press Space. An open status changes to Done; Done changes to To do.

Undo a change: For five seconds after changing a status, select Undo to restore the previous status.

Choosing the right status:

• To do: Work hasn't started.
• In progress: Work is underway.
• Waiting: The next step depends on a person, result, sign-in, or another event.
• Done: The Task's outcome is finished, and no follow-up remains.

A few things to know:

• Task updates sync everywhere the Task appears.
• To reopen a Done Task, change its status to To do, In progress, or Waiting.
• Deleting a Task is a separate action from changing its status.

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Reopen a task

1. Filter your tasks and set the Status filter to Done.
2. Find and open the Task.
3. Select the task's status control to change Done back to To do
4. Change the Status filter to To Do.
5. Confirm the task appears in the list.
6. (Optional) Add a comment explaining why the task was reopened.

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Delete a task

Delete tasks created by mistake or no longer needed. If the work was finished, complete the task instead to preserve its status.

1. Open Tasks.
2. Find and open the task.
3. Open the task actions menu.
4. Select Delete task.
5. If the Task repeats, choose whether to end its schedule and confirm.

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