Task Management
Create, list, filter, and manage your personal and clinical tasks. Keep your work organized with statuses, priorities, and categories.
What are Tasks?
The Tasks module lets you track your daily to-dos and clinical work related to your clients in one place. It is designed to help you complete work outside of your appointments — writing reports, preparing formulations, following up with clients — without forgetting anything.
Two Categories
Clinical
Tasks linked to a specific client. For example, "Prepare case formulation" or "Complete session notes." You can associate a client and optionally a session with clinical tasks.
Personal
General tasks not tied to a client. For example, "Write supervision report" or "Follow up on invoices." These are for your individual work.
Three Statuses
To Do
Tasks that have not been started yet. Newly created tasks start in this status by default.
In Progress
Tasks currently being worked on.
Completed
Finished tasks. Completed tasks display a green check icon and their text appears in a muted tone.
Three Priority Levels
Low
Non-urgent tasks that can be done when time allows.
Medium
Normal priority tasks. New tasks are created at this level by default.
High
Urgent tasks that need to be completed as a priority. Highlighted with a red badge in the list.
Creating a Task
To create a new task, click the "New Task" button in the top-right corner of the tasks page. In the form that opens, you can fill in the following fields:
Click the "New Task" button in the top-right corner of the tasks page.
Enter a task title in the form and fill in the required fields.
Click "Save" to create the task.
Form Fields
Title
A short, descriptive name for the task. This field is required.
Description
Write the task details using the rich text editor (TipTap). Formatting options like bold, italic, lists, and links are supported.
Status
The current status of the task: To Do, In Progress, or Completed.
Priority
The urgency level of the task: Low, Medium, or High.
Category
The type of task: Clinical or Personal. When you select Clinical, fields for linking a client and session become available.
Start Date
The date you plan to start working on the task.
Due Date
The deadline for completing the task. When this date passes, the task is marked as overdue.
Task List
When you open the tasks page, all your tasks are displayed in a scrollable list. Each row lets you quickly see the key details of a task and take action on it.
Checkbox
Click the checkbox on the far left of a row to quickly mark a task as "Completed," or click it again on a completed task to reopen it.
Task Title
The name of the task. Completed tasks show a check icon and appear in a muted tone.
Category Badge
A colored badge indicating whether the task is Clinical or Personal.
Status Badge
A badge showing the current status of the task: To Do, In Progress, or Completed.
Priority Badge
A colored badge showing the priority level: Low (grey), Medium (orange), High (red).
Due Date
The task deadline. Overdue tasks display the date in red with a warning icon.
Action Buttons
Edit and delete buttons appear on the right side of each row.
Filtering & Search
You can use various filters and search options to narrow down your task list and quickly find what you are looking for.
Status Filter
Select multiple statuses: To Do, In Progress, Completed. By default, completed tasks are hidden.
Priority Filter
Select multiple priority levels: Low, Medium, High.
Category Filter
Filter tasks by category: Clinical, Personal, or All.
Client Filter
Only active when the Clinical category is selected. Choose a client name to see tasks linked to that specific client.
Date Range Filter
Narrow down tasks by specifying a date range based on due date, created date, or updated date.
Quick Filters
Today
Shows tasks with a due date of today.
This Week
Shows tasks with a due date within the current week.
Overdue
Shows tasks whose due date has passed and are not yet completed.
All
Removes all filters and lists every task.
Text Search
The text you type in the search box is matched against the task title, description, and linked client name. Results update instantly as you type.
Sorting
Sort tasks by created date, due date, or priority level. The default sorting is by created date (newest first).
Editing & Deleting
You can edit your existing tasks or delete ones you no longer need.
Edit Task
Click the edit button (pencil icon) on a task row to open the editing screen. You can update all fields: title, description, status, priority, category, dates, and client/session link.
Quick Status Toggle
Click the checkbox in the list to instantly mark a task as "Completed." Clicking the checkbox again on a completed task returns it to "To Do" status.
Delete Task
Click the delete button (trash icon) on a task row. A confirmation dialog will ask if you are sure. Once confirmed, the task is permanently deleted.
Version Conflict
If the same task is updated from another session while you are editing it, you will see a version conflict warning when you try to save. In this case, refresh the page to get the latest data and reapply your changes.
Important Tips
Completed Tasks Are Hidden by Default
The task list shows only "To Do" and "In Progress" tasks by default. To see your completed tasks, check the "Completed" option in the status filter.
Calendar views show all statuses by default — because the goal on the calendar is to see the full picture of that week or month. The list view is designed for daily focus, so it highlights what still needs to be done.
Task Calendar
In addition to the list view, you can also view your tasks on a monthly calendar. The calendar view lets you see at a glance which days your tasks fall on based on their due dates.
Task Calendar
Monthly calendar view, task cards, and managing tasks from the calendar