Tasks and reminders
Your tasks, your team role’s tasks, repeats, priorities and the reminders that chase them.
Where to find them
Tasks & meetings in the menu → Tasks (Clinic and Practice plans). My tasks lists yours and your team roles', grouped Overdue, Today and Coming up. Managers also see Everyone, with how many were done on time in the last 30 days. Done shows the last 30 days; Board shows them as cards in columns (see Meeting notes, actions and the task board).
Adding a task
Press Add a task: what needs doing, who it's For (a role, so anyone in it can do it, or a person: only managers can give one to someone else), when it's due and by what time, whether it Repeats (every day, week, month or year), its Priority, and if you like the SOP that says how, a project, labels and notes. Press Add task.
Doing a task
Open it and press Mark done, with a note if you like (some tasks need one, such as what was done). Add Comments to keep the team up to date. When a repeating task is done, the next one appears. Managers, and whoever added a task, can remove it.
Tasks Hally adds for you
Many tasks are raised and closed by themselves: a new enquiry to contact, a membership payment that failed, a no-show to follow up, an SOP to re-read, training to do or renew, leave to approve, a message waiting for a reply, meeting actions and more. Deal with the thing itself and the task closes.
Reminders
Everyone gets one email a day listing tasks due that day, and again each day a task is overdue. Managers hear when a task is two days overdue. Reminder emails hold only task titles and links.