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Managing your Tasks

How to view tasks, create tasks, and mark as complete.

Written by Ashley Lawrence

This feature is only available to users enrolled in the improved task management beta.

  1. Navigate to Hint Clinical

  2. Locate tasks in the 'Dashboard' or click 'Tasks' in the left side menu

  3. Click '+Task' to create a new task which can be assigned to any practice user or patient

  4. From your list view, click the check mark on the far left to mark as complete

Creating a New Task

  1. Navigate to Tasks on the left-hand side

  2. Click + New Task

  3. You have the following options from within the task:

    1. Input who the task is assigned to

    2. Input a due date

    3. Link the task to a particular patient

    4. Mark as 'High Priority'

    5. Select a task type from the dropdown

    6. Delete the Task

    7. Mark Task as Complete

    8. Mark Task Unread

You can also create a recurring task:

Navigating Tasks through Dashboard

You can also navigate to tasks and create new tasks from the Dashboard. As a note, from the Dashboard, you are unable to input who the task is assigned to, link the task to a patient, or mark it as high priority. Once you create the task and click on it, you will be able to assign the task, link to a patient, or mark high priority. To locate this:

  1. Navigate to the Dashboard in Hint Clinical

  2. You will see two options:

    1. Today's Tasks

    2. Pending Tasks

Filtering Tasks

  • You can now filter tasks by all task statuses (read, unread, updated, completed, and deleted), not just by deleted and completed.

  • In the "Practice Tasks" view, you can filter by the assigned user

  • You can filter tasks by task type to categorize work and move through related items efficiently

If you have multiple pages of tasks, the list tasks view will now remember which page of tasks you were on after you click into a task. If you click "back" on the browser from viewing a task, you'll return to the page in the tasks list you were on previously.

Viewing Task Audit Trails

Task audit trails track all changes made to a task, including who made updates and when. This provides visibility when tasks are handed off between team members.

  1. Click on any task to open the task details

  2. View the audit trail on the right side of the task details

The audit trail displays all task updates including changes to assignment, due dates, priority, and status.

FAQs

I want to assign one task to several users. Can I do this?

  • At this time, you are only able to assign one user to one task.

If I have a task that is set in the future, is there a way to only show the task once the due date is closer?

  • At this time, you will see a future task at all times.

Am I able to add comments to a task?

  • Yes - (once you click on the task, you will see a comments section available (see below)
    ​

It's important for me to see who created a task. Is this information available to me?

  • Yes - this information is available once you click on the task. It will appear as below:

I notice that some tasks have a blue dot next to them. What does this mean?

  • The blue dot indicates an unread task. Once you have marked the task as read, or completed, the dot will disappear.

What task types are available?

  • Task types mirror the task categories currently available in AI Settings for the AI Analyze workflow. These provide a way to categorize work for efficient filtering.

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