Complete Your Assigned Tasks

Steps

1. 1

   Go to Tasks in the sidebar. Your assigned tasks appear as cards grouped by Overdue, Due now, Today, Upcoming, and Completed.

2. 2

   Tap a card to open the task. Each step shows the title, instructions (if any), and a status circle on the left.

3. 3

   Tap the circle to advance to the next status. The default cycle is Not done → Completed → Missed → Needs attention → Not done again. Your practice may have additional statuses configured.

4. 4

   If a step's proof type is Note required, tapping a completing status opens an inline note. Type your note and click Save — the status only changes once the note is in.

5. 5

   There's nothing to submit at the end. As soon as every step lands on a completing status, the task moves into the Completed section on /tasks automatically.