You can create tasks for your practice and use the Tasks tab as a to-do list.
Note: Custom reminders are now tasks and moved to the Tasks tab of your account.
In this guide, we’ll cover:
Creating tasks
To create a task:
- Navigate to the Tasks tab
- Click Create task
-
Add a name for the task
- There’s a 500 character limit for each task
- Click Save
You can also click + Add quick task to quickly add a task to the bottom of the list.
- Hitting Enter or Return on your keyboard will automatically create and save the quick task
New tasks will automatically be added to the bottom of the list. To reorder them:
- Hover your cursor over the task
- Click the 6 dots to the left of the task
- Drag it up or down to move its position
Editing tasks
You can edit incomplete tasks as needed. To do this:
- Click directly on the task text
- Edit the task name
- Hit Enter or Return on your keyboard to save
You can also click anywhere on an incomplete task to open the flyout to be able to edit the Task name. Click Okay to save.
Note: To edit a completed task, unmark it as completed first.
Completing tasks
To mark a task Completed:
- Click the empty circle to the left of the task
- When completed, the circle will turn green with a white check mark.
To view the day and time the task was marked Completed:
- Click the completed task
- The date and time the task was marked completed will appear under the Task name
- Click Okay to return to the Tasks tab
Deleting tasks
To delete an incomplete or completed task:
- Click the task
- On the flyout, select Delete task
- On the modal, click Delete