Tasks

A personal to-do list for practice administration tasks.

12.1 Creating a Task

On the Tasks board, use the quick-add form at the top:

• Title — what needs to be done
• Priority — Low, Medium, or High
• Due date — optional deadline
• Notes — additional details (visible on the card)

Tasks appear in the To Do column.

12.2 Task Board

Tasks are organised into three columns:

Column	Meaning
To Do	Not yet started
In Progress	Being worked on
Done	Completed

Move a task between columns by changing its status using the dropdown on the card.

12.3 Deleting a Task

Click the × on a task card to delete it.

12.4 Tasks in the mobile app

In the therapist app, open More → Tasks. Type a title in the Add a task… field and tap + (or press Return): a sheet opens where you set the title, priority (High / Medium / Low) and notes before saving. Tap any task to open the same sheet and change its title, priority or notes. Use Move on a card to change its column, and the bin icon to delete it. Due dates can only be set on the web.