View, Edit, and Complete Tasks in Mobile App

To view and complete tasks, select the tasks page in the middle of the bottom navigation bar.

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Filter the Task List

By default, all of your own, uncompleted tasks are listed on the page. You can use the filters at the top of the page to show tasks by the assigned user, task status (done, not done, or starred), and task type.

Edit a Task

  1. Tap the task to open the task details page.

  2. Select Edit in the top right-hand corner of the page.

  3. Edit the task details. You can edit the task title, status, and type, mark the task as starred, set or change the deadline, change the assignee, add or edit the task description, add or change the linked client and/or patient, and set or change the task reminder.

  4. When ready, select Save in the top right-hand corner of the page.

Mark a Task as Done

  1. Tap the task to open the task details page.

  2. Select Mark done.

See Also

Creating and Managing Tasks

Log in to Mobile App

Provet Cloud Mobile App Overview and Settings

Updated

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