Tasks
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      2. Tasks

      Tasks: Overview

      The Tasks page in Laudio, accessible from the left navigation panel, serves as a centralized location to view and manage tasks. It displays all tasks created by a user as well as those assigned to them. Tasks created within specific workflows like Employee Rounding or Patient Rounding also appear. This guide outlines how to create, view, filter, and take action on tasks to support daily workflows.

      Key Benefits: 

      • Everything in One Place: View all tasks that are created or assigned across workflows.

      • Stay Focused: Use filters and due dates to prioritize what needs attention.

      • Support Team Collaboration: Assign tasks across roles to coordinate follow-ups and shared work.

      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. 
      4. Click Save Task.
      Note: Updates to the assignee, due date, or related team member will adjust visibility accordingly.

      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.