Collaborative Care - How to Change the Status of A Task

When viewing a task, a badge is visible below the title indicating the current status of the task. In the example below, the status of the task is "Active":

Clicking on this badge will display a menu where you can select a status to switch to:

After clicking on your desired option, you may enter an optional note:

Once you hit save, the new status will automatically be reflected on the page.

You can switch between statuses freely. For example, moving this task back to Active can be done the same way:

This same badge and functionality is present at the bottom of the task details as well.

Task status does not effect billable minutes. All minutes will be counted regardless of status.


You can filter by status anywhere tasks are listed: