What are Tasks?

What are Tasks?

What are Tasks

Tasks in TouchPoints.health are used to manage and track actions related to patients, helping teams stay organised and ensure follow up work is completed.


Creating tasks
Tasks can be created by users anywhere in the platform. They are often generated straight after dictating, but can also be added from other areas when an action is required for a patient.

When creating a task, you can assign a priority level such as low, medium, or high.


Managing tasks
All tasks are managed from the Task Management screen, which is accessed via the tasks icon in the top menu bar.

Within the Task Management screen, tasks can be filtered by priority and other criteria, allowing you to focus on what needs attention.


Updating task status
To change the status of a task, select the task in the Task Management screen and click on the status field. This allows you to update the task as work progresses and keep task management up to date.


Sorting and filtering
Tasks can be filtered to show specific groups and can also be sorted by date by clicking on the date column, making it easier to prioritise and manage workload.

If you have questions about using tasks or task management, please contact support@touchpoints.health for assistance.