> 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/patients/tasks.md).

# Tasks

You can use patient tasks for any kind of reminders, or things to do with the assigned date, user, or role.

![Dentaltap - Patients Tasks](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2F0RgyiSqZeujB6XWY1lw9%2FArtboard%20%E2%80%93%208.png?alt=media\&token=a8f16f95-b2a5-4700-a3ca-ccbe036f351f)

1. Open the Patient Profile and click on the **Tasks** menu item at the top.
2. Click on the **New Task** button to create a new task.
3. You can see all tasks grouped by status - in a queue, and already closed.
4. A complete tasks list. 

### 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 <mark style="background-color:green;">Create Task</mark> button to confirm.

![Dentaltap - Create Task (Patient)](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FKyVcboTz6vLolJrby40b%2Fimage.png?alt=media\&token=4a7293ac-9652-432d-9874-4596fc3a6e80)

#### Required fields:

* Type - a task type (tag), used for quick sorting of your tasks including follow-ups, documents, insurances, laboratory, etc;
* \*\*Patient - assigned automatically to the existing patient record;
* 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 expand the details. You can view all of the task-related data with the ability to add comments, and action buttons at the right.

![Dentaltap - Tasks Details Main](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FjMoU7YNQlrlCGwhVhlcY%2Fimage.png?alt=media\&token=3b999c37-1f8f-4997-ae26-2a87e4e81434)

#### Task Actions:

* In Queue/Completed- switch task status;
* More Actions <mark style="background-color:blue;">•••</mark>&#x20;
  * Edit - edit task details, all fields that are listed in the section[#create-task](#create-task "mention").
  * Delete - completely remove this task from the patient records.