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EditandoTarefas

Mettez à jour, réaffectez et fermez les tâches au fur et à mesure de l'avancement du travail.

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Editando e Atualizando Tarefas

Ver cómo editar detalles de tareas, cambiar estado, reasignar y adjuntar tareas a registros de clientes.

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Cómo Hacer · 2 min
edit_notePanel de Edición de Tareas
EDITAR TAREFA Ordina rifornimento Bocouture Dra. Emma · Vencimento 14 de fev · Prioridade alta AJOUTER UNE NOTE Bei Allergan nachbestellen. Mind. 3 Fläschchen. Utilisez le numéro de commande #AUK-2025-044 MODIFICA STATO En Progreso Terminé Excluir
At a Glance
Editing a task lets staff update its details, due date, assignee or status as things change, so the team's to-do list stays current. ClinicSoftware.com keeps tasks editable, so a follow-up can be rescheduled, reassigned or marked done without losing track.

How do you edit a task?

You open the task and change its details — due date, who it is assigned to, or its status. ClinicSoftware.com updates it instantly on the team's list.

Why edit tasks?

Priorities and people change. Editing tasks means a follow-up can move to another day or another staff member, and completed work is marked done, so the list reflects reality.

Frequently Asked Questions
How do I edit a task?
Open it and change its details, due date, assignee or status. ClinicSoftware.com updates it instantly.
Why edit tasks?
So follow-ups can be rescheduled or reassigned and completed work marked done, keeping the list accurate.
Can I reassign a task?
Yes. A task can be reassigned to another staff member.
Can I mark a task complete?
Yes. Editing its status to done clears it from outstanding work.
How It Works in ClinicSoftware
01
Open the task
02
Update details, due date or assignee
03
Change its status as needed
04
The team's list stays current

Edite qualquer tarefa a qualquer momento — altere o responsável, atualize a data de vencimento, adicione notas de progresso, envie arquivos de suporte ou mude o status. Cada edição é registrada no histórico da tarefa, permitindo que os gerentes acompanhem o andamento do trabalho e quem fez alterações. O fechamento de uma tarefa registra automaticamente o horário de conclusão.

Cómo Funciona
01
Apri l'attività dalla Panoramica Attività o da una notifica
02
Mettez à jour n'importe quel champ : responsable, date d'échéance, priorité, description ou statut
03
Ajoutez une note de progression pour expliquer ce qui a été fait ou ce qui est encore nécessaire
04
Cambiar el estado a Completado — la tarea se cierra y se registra el tiempo de finalización
Características Clave
perm_media Alle Feldbearbeitung
perm_media Neuverteilungsoption
perm_media Fortschrittsnotizen
perm_media Aggiornamento degli Allegati
perm_media Flujo de Trabajo de Estado
perm_media Registro de Histórico de Edições
perm_media Carimbo de Data/Hora de Conclusão
perm_media Notifica su Aggiornamento
Profi-Tipps
lightbulb Ajoutez des notes de progression lors de la mise à jour des tâches pour que toute l'équipe puisse suivre sans réunions
lightbulb Aufgaben proaktiv neu zuweisen, wenn ein Teammitglied im Urlaub ist, anstatt sie überfällig werden zu lassen
lightbulb Abgeschlossene Aufgaben wöchentlich überprüfen, um Muster bei Dingen zu erkennen, die länger als erwartet dauern