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Tasks let you track outstanding work tied to a referral. You can create tasks for things like collecting additional documents, verifying insurance, or following up with the referring provider.

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Creating a task

1

Open the referral

Navigate to the referral detail view and select the Tasks tab.
2

Add a task

Select Add task to open the task form.
3

Fill in the task details

Enter a title and optionally a description, assignee (user or team), and due date.
4

Save

Select Save to create the task. It appears in the task list with status Incomplete.

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Completing a task

Select the task in the list and choose Mark complete, or open the task and select Complete. Completed tasks remain visible in the list with a completed indicator.

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Editing a task

Open the task to edit its title, description, assignee, or due date. Changes are saved when you submit the form.

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Deleting a task

Tasks can be soft-deleted from the task detail view. Deleted tasks are hidden from the default list view but are retained for audit purposes.
Deleting a task is not reversible from the UI. Contact your administrator if you need to recover a deleted task.

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Task list views

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Filtering and searching tasks

On the /tasks page you can search tasks by title, filter by status (Incomplete / Complete), assignee, team, and due date range.

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Mobile

On mobile, tasks on a referral are accessible from the referral detail dialog. The task form opens as a separate dialog optimized for smaller screens.