Back to the table of contents

Tasks

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Things to Set Up Before Going Live
  23. Patient Status Quick Reference
  24. Common Questions

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.

© 2026 Healix. All rights reserved.

Apple and the Apple logo are trademarks of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.

Tasks · Healix