> ## 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.

# Managing tasks

> Create, assign, and complete tasks on a referral.

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.

## Creating a task

<Steps>
  <Step title="Open the referral">
    Navigate to the referral detail view and select the **Tasks** tab.
  </Step>

  <Step title="Add a task">
    Select **Add task** to open the task form.
  </Step>

  <Step title="Fill in the task details">
    Enter a title and optionally a description, assignee (user or team), and due date.
  </Step>

  <Step title="Save">
    Select **Save** to create the task. It appears in the task list with status **Incomplete**.
  </Step>
</Steps>

## 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.

## Editing a task

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

## 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.

<Warning>
  Deleting a task is not reversible from the UI. Contact your administrator if you need to recover a deleted task.
</Warning>

## Task list views

| View           | Location                    | Scope                                         |
| -------------- | --------------------------- | --------------------------------------------- |
| Referral tasks | Referral detail → Tasks tab | Tasks for a single referral                   |
| All tasks      | `/tasks`                    | All tasks across all referrals you can access |

## 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.

## 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.