Summary 🧭 : Each Task field has one job. Use the smallest set of details that gives the owner a clear action, the right context, and the right visibility.
A note for non-human readers...
A note for non-human readers...
“Do the thing soon” is a wonderfully human instruction and a terrible Task. This page shows how due dates, urgency, and useful details turn vague intention into work another human can actually understand and act on.
The fields that move work forward 🧩
Clear task details turn a short reminder into work that another teammate can confidently complete
Field | Description |
Description | The action and expected outcome |
Assigned to | The teammate or group that owns the Task |
Patient | The patient connected to the work, when applicable |
Due on | The date the Task surfaces in My Tasks |
Mark as urgent | Makes the Task appear immediately, before Due on, and turns the list red |
Clinic Tag | Your clinic's own category for organizing work |
Tag to system | The connected system associated with the work |
Repeat | A schedule for work that genuinely recurs |
Build the Task in a sensible order 🏗️
Write an action-specific Description.
Choose a teammate or group in Assigned to.
Select or verify Patient.
Add Tag to system or a clinic Tag when it will help someone find the work.
Set Due on for when the owner should see the Task in My Tasks.
Add Repeat only for a matching recurring schedule.
Turn on Mark as urgent only for immediate attention.
Review and save.
Good to know 💡: Urgency does not replace a clear instruction, owner, or timing. If timing changes, add a comment so teammates can see what changed instead of silently rewriting the original direction.
Protect attention and patient context 🛡️
Use enough detail to make the work safe and clear. Do not add patient-sensitive information that the owner does not need for the action.
Write useful details
Prefer “Call patient about unsigned intake form” over “Follow up.”
Include the expected outcome, not protected details the teammate does not need.
Use comments for updates instead of rewriting the original instruction without explanation.
Reserve urgent for genuinely time-sensitive work so it remains meaningful.
Get support 💬
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