📝 Overview
The Task List — labeled Open Tasks in the report itself — shows patient tasks across your practice, with the ability to filter by status, user, and date scope, and take action directly from the list: completing tasks, deleting them, or reassigning them to a different staff member.
Accessing The Task List Report in Simple Reporting
To access this report, navigate to your Live Location, Reporting, Simple Reporting, then select the Task List tab.
Filters
Filter | What It Does |
Filter by User | Narrow the list to tasks assigned to a specific staff member |
Past Due Only / Active / All | Toggle which task statuses are included |
Date Restricted / All | Toggle whether results are limited to a date range or show everything regardless of date |
📊 What the Report Shows
Column | What It Shows |
Patient | The patient the task is tied to (clickable — opens the patient's snapshot) |
Name | The task name |
User | The staff member assigned — editable directly inline |
Due Date | When the task is due |
Complete | Completion status |
When a patient has multiple tasks grouped together, they appear as a collapsible row showing the group name and a completion percentage. Click to expand and see the individual tasks inside. Single tasks display directly without needing to expand anything.
Visual cues: Past due tasks are highlighted distinctly from on-time tasks, and completed tasks are shown with their own styling so you can tell task status at a glance without reading every row.
If there are no tasks matching your filters, the report displays "There are no active tasks."
✅ Taking Action on Tasks
Select one or more tasks using the checkboxes, then use the actions that appear:
Mark as completed — closes out the selected tasks
Delete — removes the selected tasks entirely
You can also reassign a task to a different staff member directly from the list — the User column is an editable field, not just a display value, so reassignment doesn't require opening the task or the patient's profile.
❓ Common Questions
What's the difference between "Date Restricted" and "All"? Date Restricted limits the list to tasks within a specific date scope; All removes that restriction and shows every task regardless of date, combined with whatever status filter (Past Due Only / Active / All) you have selected.
Can I reassign a task without opening it? Yes — the User column is editable directly in the list. Change the assigned user right from the table without needing to open the task or the patient's profile.
What happens when I expand a grouped task row? It reveals the individual tasks within that group, each with its own due date, completion status, and assigned user, so you can act on them individually rather than as a block.
Can I bulk-complete or bulk-delete tasks? Yes — select multiple tasks with the checkboxes, then use Mark as completed or Delete to act on all selected tasks at once.
✅ Key Takeaways
The Task List (Open Tasks) lets you filter by user, status (Past Due Only / Active / All), and date scope (Date Restricted / All).
Tasks tied to the same patient can be grouped and expanded, with a completion percentage shown at the group level.
The User column is directly editable, allowing task reassignment without opening the task.
Selected tasks can be bulk completed or bulk deleted directly from the list.
📌 Conclusion
The Task List is built for active task management rather than passive reporting — filtering, reassigning, completing, and deleting all happen right on the page without needing to navigate elsewhere. The grouping and completion percentage make it easy to track multi-task patient workflows at a glance, while the inline reassignment keeps task ownership current without extra clicks.