> For the complete documentation index, see [llms.txt](https://dentaltap.gitbook.io/dentaltap/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dentaltap.gitbook.io/dentaltap/calendar/tasks-list.md).
# Tasks List
All your upcoming tasks are visible in the calendar. Unlike waiting & booking lists, tasks cannot be moved into the calendar and exist only as a list.
1. Tab button for Tasks List.
2. New Task button.
3. Search - you can search for records by patient name, or note text.
4. Advanced Filters - by providers, tasks type, other patient data, notes, etc.
### Create Task
To create a new task, click on the **New Task** button. In the opened window fill out the details and click on the Create Task button to confirm.
#### Required fields:
* Type - a task type (tag), used for quick sorting of your tasks including follow-ups, documents, insurances, laboratory, etc;
* Date - date, when the task needs to be completed.
#### Optional fields:
* Patient - if empty, the task will be assigned only to a specific user, unrelated to patient treatment;
* Assigned to - assigned user, if empty, the task will be assigned to a role selected from the field below. It is recommended to fill *assigned to* field, or *assigned role* field;
* Assigned role - a user role - dentist, administrator, front-desk, coordinator, assistant, etc. If empty, the task can be assigned to any user in the clinic;
* Note - any additional text comment.
### Update Task
Once you added a task, you can click on it to open the details. You can modify all the task fields listed in the section above [#create-task](#create-task "mention").
#### Task Actions:
* Open Patient - a full patient profile will be opened in the same window;
* In Queue/Completed- switch task status;
* More Actions •••
* Delete - completely remove this task from the patient records.