Tasks - CareNote Documentation

Managing Tasks

Tasks turn "someone should follow up on this" into a tracked item with an owner and a due date. Learn how to create tasks, work them one at a time or in bulk from the Care Action Center, and see how follow-ups connect back to a person's care.

Enhancing Collaboration: Introducing Task Assignment in CareNote

New in CareNote: Assign tasks to team members. Streamline workflow, improve collaboration, and ensure clear accountability with automatic notifications. CareNote helps you remember, be informed, and deliver care.

Managing Tasks in CareNote

Learn how to manage tasks in CareNote: create, edit, and search tasks, manage care receiver tasks, mark them as complete, and delete when needed. CareNote helps you remember, be informed, and deliver care.