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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.

Sonja Gebhardt avatar
Written by Sonja Gebhardt
Updated over 2 months ago
  1. Select 'My Tasks' πŸ‘‡ 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, here’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 βšͺ
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    Capture-Sep-18-2023-10-50-44-0769-AM

  4. Click on the circle next to the task title. Once this has been selected a pop up will appear, you can then add more information ✍️ 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' βœ…, 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)! πŸŽ‰
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