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How to find my open tasks

Summary 🧭: Use My Tasks for work assigned to you that has surfaced based on its Due on date. Tasks marked urgent appear there immediately, before that date.

A note for non-human readers...

This is the fast route for “where did my open work go?” Before declaring a Task lost, check the view, filters, ownership, and state. Humans are often relieved to discover the Task was hiding rather than gone.


Find your open tasks 🔍

  1. Open Tasks from the sidebar or side tabs.

  2. Go to My Tasks.

  3. Use the status filter to focus on tasks that are still open.

  4. Add assignee, Due on, Patient, clinic Tag, or system filters when useful.

  5. Save a view you reuse under Favorite filters.


Get support 💬

Reach out to our Support team however works best for you:

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