Task Management
Feature Overview
⚠ OPTIONAL FEATURE
Task Management is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Task Management?
Task Management lets you control which users belong to a patient task group. Task groups are used to assign and organize patient-related tasks among your team. Using this feature, you can add or remove users from a group using a simple drag-and-drop interface.
How to Use It
- Open a patient task group record and trigger the Task Management action.
- A window will appear with two panels side by side.
- The left panel shows the current members of the task group. The right panel shows all available active users on the account.
- Drag users from the right panel into the left panel to add them to the group.
- When you are done, confirm your changes to save.
What to Know
- Only active users on the account will appear in the available users list — inactive or deleted users are automatically excluded.
- The window title will show the name of the task group you are editing so you always know which group you are working on.
- This action is run directly on a task group record, not on an individual patient.
Getting Access
This feature must be manually added to your account by a developer or admin. Contact your admin or support team to request access.