Tasks
Tasks — Profile Tasks Panel
When viewing an individual's profile, a Tasks panel shows all tasks linked to that person. You can also create new tasks directly from the profile. Op...
Tasks — Focus Mode
Focus Mode is a guided workflow that helps you work through your tasks one at a time. It removes distractions by showing a single task on screen with ...
Tasks — AI Notification Drafting
When a task is linked to an individual, you can use the AI-powered notification feature to quickly draft and send an email or SMS update to that perso...
Tasks — Page Layout
The Tasks page is your central hub for managing all tasks across your organization. This article walks through the main areas of the page. Navigate to...
Tasks — Exporting Tasks
You can export your current task list to a CSV file for use in spreadsheets, reports, or other tools. Apply any filters you want (status, priority, ca...
Tasks — Bulk Actions
Bulk actions let you select multiple tasks and apply changes to all of them at once. This saves time when you need to update several tasks with the sa...
Tasks — Category Configuration
Categories help you organize tasks by type of work. The system comes with a set of default categories, and you can create your own custom categories a...
Tasks — Dashboard Tasks Widget
The Dashboard includes a Tasks widget that gives you a quick overview of your most time-sensitive tasks without leaving the Dashboard. The Tasks widge...
Tasks — Participants and Permissions
Every task has participants — the people involved with it. Each participant has a role that determines what they can do. Creator — The person who crea...
Tasks — Document Attachments
You can attach files to task comments. This is useful for sharing supporting documents like PDFs, spreadsheets, images, or Word documents alongside yo...
Tasks — Viewing an Individual's Mini Profile
When a task is linked to an individual, you can view that person's profile information directly from the Tasks page without navigating away. The Mini ...
Tasks — Column Configuration
In List View, you can choose which columns appear in the task table. This article covers the available columns and how to customize your view. Make su...
Tasks — Task Editor Panel
The Task Editor is a side panel that opens when you click on a task. It shows all task details and lets you make changes without leaving the Tasks pag...
Tasks — View Modes
The Tasks page supports two view modes: List View and Card View. You can switch between them using the view toggle in the toolbar. List View displays ...
Tasks — Scoreboard and Stats
The Tasks page includes stat bars and a scoreboard to help you track workload at a glance. These provide a quick summary of task counts, deadlines, an...
Tasks — Filters and Search
The Tasks page provides several filters and a search bar to help you find specific tasks quickly. Filters appear as pill-shaped dropdowns in a horizon...
Task Assignment — Who Can You Assign Tasks To?
This article explains who appears in the "Assign to" dropdown when you create or edit a task in MedicarePro. The list of available assignees depends o...
Who Can See Which Tasks?
This article explains who can view tasks (activities) in MedicarePro and how visibility works for agencies, staff members, and agents. You can only se...