Take Control of Your Tasks

Yes, the two serve different purposes:

• Tasks: action-oriented; things you need to complete (writing a report, preparing a case formulation).
• Notes: record-oriented; clinical observations and process records.

A clinical task links to a client and optionally to a session, and you mark it complete when done.

Yes. Tasks fall into two categories:

• Clinical: tasks linked to a client (and optionally a session).
• Personal: general tasks not tied to a client (e.g., a supervision report, invoice follow-up).

When you switch the category to Personal, the client and session links are cleared automatically.

You see the same tasks from two perspectives:

• List: an active task list with filtering and sorting (infinite scroll).
• Calendar: a monthly/weekly view where you drag and drop tasks to reschedule them, with a full-screen focus mode.

When you create the task in the Clinical category, client and session linking fields appear:

• First you pick a client.
• Optionally, you also link one of that client's sessions.

This anchors the task to the right clinical context, and you can change the link anytime when editing.

You organize tasks along three axes:

• Status: To Do, In Progress, Done (new tasks start as To Do).
• Priority: Low, Medium, High (default Medium).
• Due date: once it passes, the task is flagged as overdue in red.

The My Tasks widget on your home page brings your priority tasks together at a glance: counts for In Progress, To Do and High Priority, plus your top tasks.

They're different but work together:

• Tasks: work items you consciously create and need to complete.
• Reminders: alert cards the system surfaces automatically based on session count, clinical data, or dates.

When a reminder appears and action is needed, you can create a task to follow up on it.