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How do I find the actions that I need to do today and how do I mark them as done?
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 this week
  1. Select 'My Tasks' 👇 on the list on the right side (although some will be available on your home page)

    Capture-Sep-18-2023-10-49-26-1052-AM

  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

  3. You can complete the Action by clicking on the circle at the end of the task

    Capture-Sep-18-2023-10-50-44-0769-AM

  4. Once this has been selected, you can then add more information ✍️ about the action, for example, it might be useful to record how you completed the action

  5. Scroll down and hit 'Save' ✅, you can also tick 'Save to Clinical Record' to save these notes to the clinical record

  6. You have now successfully marked an action as complete (it will now look like the image below)! 🎉


Video Walkthrough

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