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...
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 ✅
Open Tasks from the sidebar or side tabs.
Find the task in My Tasks or with status, patient, assignee, or due-date filters.
Review Description, Comments, and checklist items.
Use the completion checkbox or action.
Apply the completed Status filter if you want to confirm the result.

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:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat
