Completing a Task

Tasks in Coda Crimson complete automatically when a patient moves to a new pipeline stage. All open tasks for that patient are marked Completed as part of the stage transition — you don't need to close them individually.

How completion happens

When you move a patient to a new stage (from the pipeline board or the stage dropdown on a task), all of their open tasks complete automatically. A new task is created for the new stage if follow-up is needed.

What happens after completion

• The task status changes to Completed
• The task moves out of the Open task list
• The new stage may create a fresh task