--- title: Understanding My To-Do List & Patient Tasks description: Understanding My To-Do List & Patient Tasks --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/understanding-my-to-do-list-patient-tasks#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) # 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**. - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,