Tasks
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      1. Support Center
      2. Tasks

      Taking Action on Tasks

      Once a task is created, Laudio provides several ways to update progress, communicate, or close it out. These actions make it easier for leaders to track work and maintain accountability.

      Available Actions

      • Add Note – Add updates or progress details to the task.

      • Send Message – Open the message composer to communicate directly about the task.

      • Complete – Mark the task as finished.

      • Ignore – Mark the task as not needed. It will be hidden unless filters are adjusted.

      • Edit – Open the task to update fields such as description, assignee, or due date.

      • Delete – Permanently remove the task from the list.

      Creating a Task

      Tasks can be created from the "Tasks" page or directly within workflows such as Employee Rounding or Patient Rounding. To create a task:

      1. Click Add Task.
      2. Enter task details, including:

        1. Task description

        2. Related team member

        3. Assignee

        4. Due date and priority (optional)

        5. Task type (e.g., Check-In, Recognition, Accountability, Other)

        6. Attachments or tags (optional)

      3. Once saved, the task appears on the Tasks page and is visible to the assignee and the task creator.

      Filtering a Task

      Use Filter button at the top of the "Tasks" page to narrow the list by:

      • Task status: Pending, Completed, or All (By default, only pending tasks are shown.)

      • Due date or date range

      • Priority

      • Related team member

      • Assignee 

       

      Editing a Task

      To edit a task:

      1. Go to the Tasks page.
      2. Click the ellipses (...) and then click Edit. 
      3. Update any fields as needed.Updates to the assignee, due date, or related team member will adjust visibility accordingly.
      4. Click Save Task.

      Taking Action on Tasks

      The following actions are available for each task:

      • Add Note – Add updates to the task.

      • Send Message – Open the message composer to communicate directly in relation to the task. 

      • Complete or Ignore – Mark the task as done or not needed; it will be hidden unless filters are adjusted.

      • Edit – Open the task to make changes.

      • Delete – Permanently remove the task from the list.