Using Tasks for time-sensitive work

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Choose the visibility signal

• Due on places the Task in My Tasks on the selected date. It is not automatically a completion deadline.
• Mark as urgent flags the Task with a red urgent icon; it still appears in My Tasks on its Due on date.

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Create a time-sensitive Task

1. Create the Task from a patient page, sidebar, or Tasks.
2. Put the required action in Description.
3. Choose a teammate or group in Assigned to.
4. Set Due on.
5. Select Mark as urgent only for immediate attention.
6. Add Patient, clinic Tag, or Tag to system when useful.
7. Save the Task.

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Use urgency deliberately

Reserve Mark as urgent for work that genuinely needs immediate attention. If everything is urgent, the visual signal stops helping the team decide what to review first.

For several time-sensitive steps, use checklist items (subtasks) in Description and assign individual items with @ when needed. Add comments when timing changes or a blocker affects the next step.

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