Understanding My To-Do List & Patient Tasks

In this article, we'll explain how My To-Do List and Patient Tasks work, how they connect, and what visibility Team Members have.

👉 Important: These tasks are Team Member-facing only - although tasks can be associated with patients, patients do not see these tasks.

🗂 What is My To-Do List?

The My To-Do List is your personal task manager, found on the Dashboard. It helps you track everything you need to action, whether it’s patient-related or general admin work.

✅ Examples:
- “Complete follow-up phone call” for Patient A
- “Send out program information” for Patient B
- “Book team meeting” (non-patient related)
🧑‍💻 Who sees it?
- Only visible to Team Members and Admins.
- Patients never see My To-Do List tasks.
➕ How to add a task:
- Click + New on the Dashboard.
- You can choose to link the task to a specific Patient or leave it unlinked as a general task.
- Fields: Task Title, Assignee, Due Date, (Optional) Patient.

👤 What are Patient Tasks?

Patient Tasks are tasks that are linked directly to a specific Patient. These appear within the Patient’s Profile under the Overview tab in the Patient Tasks section.

✅ Examples:
- “Medication review required” for Dani Sunshine.
- “2-day follow-up call” for a patient post-discharge.
🧑‍💻 Who sees it?
- Visible to Team Members and Admins in the Patient’s Profile.
- Patients do not see these tasks in their App or Portal.
➕ How to add a task:
- Navigate to the Patient’s Profile > Overview > Patient Tasks.
- Click + New and fill out the task details (Patient, Title, Assignee, Due Date).

🔄 How Do They Connect?

Aspect	My To-Do List	Patient Tasks
Where it appears	Dashboard (Global task list)	Patient Profile (Overview tab)
Linked to a Patient?	Optional — Can be linked to a Patient or left general	Always linked to a Patient
Created via	Dashboard + New button	Patient Profile + New button
Visibility to Patients	❌ Not visible to Patients	❌ Not visible to Patients
Visibility to Team Members	✅ Appears on Dashboard	✅ Appears in Patient Profile & Dashboard (if assigned to you)
One task or two?	If linked to a Patient → It will also appear under Patient Tasks	Always a Patient Task and will also show in your To-Do List

🧩 Key Behaviour Explained:

All Patient Tasks are also visible in your My To-Do List.
When you create a task via My To-Do List and link it to a Patient, it will automatically appear in both:
- Your To-Do List (Dashboard)
- The Patient’s Task list (Profile Overview tab)
Tasks created via My To-Do List that are not linked to a Patient will remain personal/general and will not show up in any Patient Profile.
Tasks created via Patient Profile are always connected to that Patient and will automatically appear in your To-Do List as well.

💡 Summary

My To-Do List = Personal task list that can include both general and patient-specific tasks.
Patient Tasks = Always linked to a specific Patient.
Tasks flow downward from My To-Do List to Patient Tasks when linked, but non-patient tasks stay as general To-Do List items.
These tasks are for Team Member visibility only — Patients never see them.