Viewing Task Details

Opening a task

Click on any task row to open the Task Details panel on the right.

What the task detail shows

Field	Description
Title	The task name
Description	Additional context or notes about the task
Full name	The patient this task relates to
Doctor name	The patient's assigned GP
Nurse/No Nurse	Whether a nurse is required
Date of birth	The patient's date of birth
Phone number	The patient's contact number
Email	The patient's email address
Assigned to	The team member responsible for the task
Stage Name	The patient's current pipeline stage — this is an interactive dropdown

Moving a patient's stage from a task

The Stage Name field is a dropdown. You can use it to move the patient to a different pipeline stage directly from the task detail, without going to the pipeline board.

• Selecting a new stage will complete all open tasks for that patient (including the current one) and move them to the new stage.
• If you select Waiting For, a dialog will prompt you to set a reminder date.
• The change takes effect immediately.

Tip: This is useful when you've just spoken to a patient and need to update their stage — you can do it directly from the task you were working on.

Patient Notes

Below the task details, you can view patient notes inline. These are shared notes visible to all team members for that patient.