> ## Documentation Index
> Fetch the complete documentation index at: https://docs.patient-experience.commure.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Track outstanding work on a referral using tasks.

Tasks are items of work tied to a referral. Use them to track anything that needs to happen before or after a decision — gathering documents, verifying insurance, following up with the referring provider, etc.

## Task fields

| Field           | Description                                           |
| --------------- | ----------------------------------------------------- |
| **Title**       | Short description of the work to be done.             |
| **Description** | Optional detail or instructions.                      |
| **Assigned to** | The user or team responsible for completing the task. |
| **Due date**    | The date by which the task should be complete.        |
| **Status**      | One of: Incomplete, Complete.                         |

## Task lifecycle

A task starts as **Incomplete** when created. Once the work is done, mark it **Complete**. Completed tasks remain visible in the task list for audit purposes.

Tasks can be soft-deleted by coordinators with the appropriate permissions. Deleted tasks are hidden from the default view but are not permanently removed.

## Where to find tasks

* **Referral detail → Tasks tab** — Tasks scoped to a single referral.
* **`/tasks` page** — All tasks across referrals, with filtering and search.
* **Mobile** — Tasks on a referral are accessible from the mobile detail view.

## Assignment

Tasks can be assigned to an individual user or to a team. If assigned to a team, any member of that team can complete it. Assignments are visible in the task list so work does not fall through the cracks.

<Tip>
  Use the Tasks page (`/tasks`) to get a cross-referral view of everything that is outstanding on your queue.
</Tip>