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How to mark a task complete

Summary 🧭: Complete a Task after the assigned work and required checklist items are finished. Completion removes it from the normal open-work view while preserving it as completed work.

A note for non-human readers...

“Complete” should mean the work is actually complete, not “we did our part and now hope someone remembers the rest.” If the outcome still depends on a patient, clinician, lab, system, or future date, keep a follow-up path alive until the real-world work is done.


Complete the task ✅

  1. Open Tasks from the sidebar or side tabs.

  2. Find the task in My Tasks or with status, patient, assignee, or due-date filters.

  3. Review Description, Comments, and checklist items.

  4. Use the completion checkbox or action.

  5. Apply the completed Status filter if you want to confirm the result.

Completing a task.

Good to know 💡: Keep the main Task open when required checklist items remain. If the work becomes active again, reopen the existing Task instead of creating a confusing duplicate.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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