Tasks are a great way to keep track of what's going on at your clinic and provide quality care to your patients. Let's take a look at how to make the most out of Arya's Tasks module. 


To create a task in Arya, navigate to the "Tasks" tab on the top navigation bar. There you'll see a panel titled "Assigned To" on the lefthand side of the screen. This is a list of all the colleagues at your clinic in addition to any custom task categories you have created. Select from this list to see which tasks have been assigned to a specific colleague or category.

The default view in Tasks is "View all", where you can see all outstanding and completed tasks at your clinic. You can easily sort tasks by clicking the green headers of each column (i.e. "Patient", "Due Date", "Urgency").

Adding a task

You can add a task via the New Task box at the top of the Tasks page. Start by selecting the patient the task relates to. Then, enter a description and due date. If desired, you can choose to assign the task to a colleague or a task category you have created. Lastly, mark the task as urgent if necessary and click "add" to create your task.

Deleting a task

To delete a task you may have created by accident or that may no longer be relevant, click the green "Edit" button just under the New Task box. When you do this, the speech bubble icon will be replaced with a delete icon. When you have finished deleting tasks, click the "Done" button.

Creating a task category

You can create a category for specific tasks you want to group together, for example "Follow Ups". To create a custom task category, click the "New" button in the Assigned To panel. Simply add a title for your task category and click "Save". Once you have finished, your new category will appear in the Assigned To panel, at the bottom. 

Organizing task categories

To reorder your task categories, click on the green stack icon to the right of every task category. This will allow you to drag and drop your category to the desired location in the category list.

Commenting on a task

If you would like to provide additional information about a task, you can add a comment to it. To expand the comment panel, click on the speech bubble icon on the righthand side of each task. Enter your comment and press the indigo button to send. 

Who will be notified about my task comments?

If you comment on a task, the person who created the task and the person who is assigned to the task will be notified by a green speech bubble that appears beside the name of whichever task category the task is assigned to. When they click on the task category, they'll also see a red badge on the comment icon of whichever task has been commented on. 

Anyone who subsequently joins the comment thread by adding their comments - including you - will also be notified. 

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