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How do I find the actions that I need to do today and how do I mark them as done?

To find your actions to be done today, please follow this step-by-step guide below.

Support at Joy avatar
Written by Support at Joy
Updated over a month ago
  1. Select 'My Tasks' ๐Ÿ‘‡ on the list on the right side (although some will be available on your home page)
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  2. You should be able to see all actions that are due today, overdue, and due in the coming week, hereโ€™s an example of it below
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  3. You can complete the Action by clicking on the circle at the end of the task โšช
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  4. Once this has been selected, you can then add more information โœ๏ธ about the action, for example, it might be useful to record how you completed the action
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  5. Scroll down and hit 'Save' โœ…, you can also tick 'Save to Clinical Record' to save these notes to the clinical record
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  6. You have now successfully marked an action as complete (it will now look like the image below)! ๐ŸŽ‰
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Video Walkthrough

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