Create and Manage Tasks

This guide shows how to quickly find, prioritize, complete, and create tasks in Adoreal so you never miss patient or clinic work. Learn where to view your tasks and the full clinic task list, mark items done or high priority, and add detailed tasks for yourself or colleagues with due dates and notes. It also explains filtering and toggling between personal and clinic-wide views to focus your workflow.

16 steps

This guide walks you through how to review, update, and create tasks in Adoreal. You’ll learn how to manage manually created tasks assigned to you, view tasks assigned across the clinic, and create new tasks for yourself or colleagues.

Click **My Tasks** in the Activity panel to see all tasks assigned to you.

You’ll see a list of all manually created tasks assigned to you. Click any task to view or edit the details.

From here, you can review the task and mark it as completed once it's done.

You can also mark a task as completed by ticking the **circle** next to it.

Click the **star icon** to mark a task as high priority to keep track of what to focus on.

You can create a new task, either for yourself or a colleague, by clicking "Add task"

You can also click the **+** button in the Dashboard to create a new task.

Enter the **title**, select the **patient**, and choose who the task should be **assigned to**.\ Set the **due date and time**, and add any notes or instructions.

Check **High Priority** to mark the task as urgent

Click **Save** to add the task to the list.

To see every task in the clinic, including system-generated tasks such as *Set arrival time* and *Publish journal entry*, click **Open all tasks**

You can also click the **checklist icon** in the navigation bar to open the full task list.

In the full task view, you’ll see both manual and system-generated tasks, along with details such as **patient**, **assignee**, and **due date**.

Use the tabs to toggle between your own tasks and tasks assigned to your colleagues.

Use the filters to narrow down tasks by **patient**, **created by**, or **assigned to**.

Create and Manage Tasks

16 steps