Tasks allow you to set reminders and assign actions to other users and can be found in your personal task queue, patient records, order details, and invoices. There are several ways to manage your tasks, you can mark them complete, add notes to them, edit them, and delete them. We’ll go over all of these actions in this article.

Remember, to work with a task you must first open it on your screen. For information on how to locate tasks, see the article Find and View Tasks.

After tasks are created, actions taken can be recorded in a Notes section. You can also view previous notes from other team members. Note that tasks with the status of Completed or Archived cannot have new notes added.

Notes have the same basic functionality across NikoHealth, for more information see the article Understanding Notes.

There are a couple of ways to edit tasks in NikoHealth. Note that tasks with the status of Completed or Archived cannot be edited.

Inside a Task

If you have a task open, click the blue plus sign in the top right.

In the menu select Edit task.

From a Task Queue

If you are looking at a task queue, either for your own tasks or those associated with patients, orders, and invoices, you can start to edit a task with a click.

Hover over the desired task and click the pencil icon to the right.

Make your Edits

On the Edit Tasks page, the same fields are available from when you created the task and all can be updated.

Make sure to click Save in the bottom right to keep your changes.

There are a couple of ways to complete tasks in NikoHealth. Use caution when completing tasks as this action cannot be undone.

Inside a Task

If you have a task open, click the blue plus sign in the top right.

In the menu select Complete task. Note that tasks with the status of Completed or Archived cannot be changed.

From a Task Queue

If you are looking at a task queue, either for your own tasks or those associated with patients, orders, and invoices, you can complete a task without opening it.

Hover over the desired task and click the green checkmark to the right. Note that tasks with the status of Completed or Archived cannot be changed.

There are a couple of ways to delete tasks in NikoHealth. Use caution when deleting a task, this action cannot be undone. If you want to delete multiple tasks at once, see the section Bulk Manage Tasks below.

Inside a Task

If you have a task open, you can delete it by clicking the blue plus sign in the top right.

In the menu select Delete.

From a Task Queue

If you are looking at a task queue, either for your own tasks or those associated with patients, orders, and invoices, you can delete tasks with a click.

Hover over the desired task and click the trashcan icon to the right. The task will be deleted.

You can only manage multiple tasks at once on the Tasks page. The only actions you can take on multiple tasks is to mark them complete or delete them.

To perform a bulk action on tasks, click the list icon in the top menu. This opens the Tasks page.

Use the checkboxes on the left to select the desired tasks. Click the top checkbox to select all the visible tasks. For information on how to sort and filter tasks, see the article Find and View Tasks.

After making your selections, click the blue plus sign in the top right.

Choose to either bulk Complete or bulk Delete the tasks.