Your task worklist: My day, Board, Handover, Past tasks

How to use the Tasks page - the summary cards, the My day, Board, Handover and Past tasks tabs, the columns, and the filters.

The Tasks page is where every staff member sees the work waiting for them: patients to serve, samples to collect, patients to follow up, forms to fill and documents to get signed. It shows the tasks assigned to you, the open tasks for your role that nobody has picked up yet, and what is left for the next shift. This page is for all staff, and for administrators who supervise teams.

Opening the Tasks page

Click Tasks in the sidebar. Tasks is shown to everyone.
Or click the Tasks button at the top of Consultations, Care Station or Counselling.

Summary cards

At the top, under Assigned to me, three cards count your own tasks:

Card	Counts
Open	Your tasks that are not finished
Due today	Your tasks due today
Overdue	Your tasks past their due time. The number turns red when it is more than zero.

The four tabs

Tab	What it lists	Use it to
My day	Tasks assigned to you that are not finished	Work through your own list: start and complete tasks
Board	Open tasks for your role at your centres, assigned or not. Unassigned tasks are listed first, then by due time.	Pick up or hand out work for your team
Handover	Unfinished tasks for your role in the Day or Night shift	See what is left at the end of a shift and hand it on
Past tasks	Tasks that were completed or cancelled, for the last 7 days by default	Check what was done and by whom

Staff see tasks for their own role. Administrators see tasks for every role. An administrator whose login has no staff record has no personal tasks, so My day is empty for them.

Filters on each tab

Due range (My day and Board). Use the date chip to show only tasks due in a period, for example today or the next 7 days. Tasks with no due time always stay in the list.
Patient (Board). Type a patient's name or UHID to find their tasks.
Day and Night (Handover). Choose the shift. The Handover tab opens on the current shift. The note Night starts at 20:00 reminds you where the shifts divide.
Closed range (Past tasks). Choose the period in which tasks were closed. Future dates are not available.

Columns

Column	What it shows
Task	The task title, its type (for example Deliver a service or Collect a sample) and the first line of its instructions. Signing tasks also show the signing details. Click the task to open its details.
Patient	Name and UHID, or No patient
Role	The staff role the task is for
Shift	Day or Night
Due	How long until, or since, the due time. Hover to see the exact time. No due time if none was set.
Assigned to	The person working it, or Unassigned
Priority	Low, Normal, High or Urgent
Status	Open, Assigned, In progress, Done or Cancelled
Actions	The row menu with the actions available for that task

The actions in the row menu, and what each status means, are explained in Working a task.

Task types

Type shown	What it usually means
Deliver a service	Serve a booked patient, for example a procedure or a session
Collect a sample	Collect a lab sample for a booked test
Follow up with the patient	Contact the patient, raised by a journey
Collect a form	Fill in a form for the patient, raised by a journey
Get a document signed	Get a consent or document signed, raised by a journey
Task	A task created by staff
System task	A task raised by a connected system

Where tasks come from is explained in Where tasks come from and how they are assigned.

Empty and error messages

Message	Meaning
Nothing assigned to you	You have no unfinished tasks. With a date range set: Nothing assigned to you in this period.
No open tasks for this area	No open tasks for your role at your centres. With a date range set: No tasks for this area in this period.
Nothing to hand over — the Day shift is clear	No unfinished tasks for that shift
No closed tasks	Nothing was closed in the period. With a date range set: No task was closed in this period.
Couldn't load your tasks	The list could not be loaded. Check your connection and click Retry.

A typical shift

Start of shift: check your day

Any staff

Tasks

Read the summary cards, then open My day and sort by Due.

Pick up unassigned work

Open Board. Unassigned tasks are at the top. Use Assign… in the row menu to take a task yourself or give it to a colleague.

Work your tasks

Back on My day, Start each task when you begin it and Complete it when you finish. See Working a task.

End of shift: hand over

Open Handover, choose your shift and use Hand to… for anything you cannot finish, with a reason for the next person.

Expected result: The next shift sees the tasks on their My day, with your reason in the task history.

tasksworklistmy dayboardhandovershift