Creating, assigning, and managing tasks for your team and clients Learn more about Workflow Engine
5 articles
The Task List
Find, filter, and manage all tasks across your practice from one page
Updated 21 March 2026
Creating Tasks
Create tasks with titles, descriptions, deadlines, and assignees, then track them through six workflow statuses
Task Detail Page
View, edit, and manage every aspect of an individual task
Task Statuses and Workflow
Understand the six task statuses and how they affect your workflow
Task Notes and Attachments
Add notes with @mentions, upload files, and view the full activity feed on a task