Creating Tasks in Adit

Creating Tasks in Adit

The Tasks Module in Adit helps practices organize work, assign responsibilities, and track progress in real time. Think of it as your team’s digital to-do list - integrated
with patient and project workflows.

This article covers:

  • Basic Task Features (Add Task, Sections, Filters, Settings, Due Dates)

  • Creating Follow-up Tasks

  • Creating Follow-up Tasks from Engage

  • Merging Duplicate Tasks

  • Subtasks and Permissions

Accessing the Tasks Module

  1. Login to your Adit Dashboard.

  2. From the left navigation bar, click Tasks.

    • You’ll see two main tabs:

      • My Tasks - shows tasks assigned to you.

      • Projects - shows group projects and related tasks.

Creating a Task

  1. Click + Add Task at the top of the page.

  2. In the task panel:

    • Enter Task Name - e.g., “Call Patient John Doe re: Insurance Claim.”

    • Select Assignee - choose who will be assigned this task

    • Set Due Date - pick from the calendar.

    • Link a Patient - associate a task with a specific patient if relevant

    • Assign to Project - place it under an existing project if needed

    • Add Description - details, context, or instructions.

    • Attach Files - upload documents or images

    • Create a Subtask - break the work into smaller items

    • Copy Task Link - share the task directly.

    • Expand to Full Screen - enlarge the task window.

    • More Options (⋮) - Add to Project, Create Follow-up Task, Merge Duplicates, Print, or Delete.

  3. Once a task is assigned, it will appear under “Recently Assigned” for the user.

Subtasks

Use Subtasks when a larger task needs smaller steps.

  • Example: Task = “Submit Insurance Report.” 

    • Subtasks = “Collect Claim Data,” “Verify Codes,” “Send to Payer.”

  • Each subtask can have its own assignee and due date.

Creating Follow-up Tasks

You can create follow-up tasks in two ways, depending on the purpose:

From Engage (Patient Messaging)

  1. While messaging a patient, click Create Task.

  2. A new task will automatically be created and assigned to you.

  3. The task will be linked to the specific patient/message so you can follow up on reminders or requests.

From Within a Task

  1. Open the task.

  2. Click More Options (⋮) > Create Follow-up Task.

  3. A new task will automatically be created and assigned to you.

  4. The follow-up task will include a link back to the original task.

Merging Duplicate Tasks

When there are multiple tasks created for the same purpose, you can merge them into one.

  1. Open a task.

  2. Click More Options (⋮) > Merge Duplicate Tasks.

  3. Search for and select the duplicate.

  4. The system will merge collaborators, comments, and details into the master task.

    • The duplicate task will be marked [Duplicate] and completed.

Collaborators and Notifications

  • Add Collaborators (+)

  • Collaborators can:

    • Comment on tasks.

    • View updates in All Activity.

    • Get notifications when the task is updated.

  • To stop receiving updates, click Leave Task. Keep in mind that if you are a collaborator without access to the overall project, leaving the task may also remove your access to it entirely.

Sections and Task Homepage

  • Tasks automatically appear under Recently Assigned.

  • You can move tasks to other sections by dragging and dropping 

  • Add new sections with + Add Section.

  • Default sections (Recently Assigned, Do Today, Next Week, Do Later) cannot be deleted. Tasks assigned to you will automatically appear in the “Recently Assigned” section, and any task with a due date will automatically move into “Do Today” when the due date matches the current date.

Filters, Search & Table Settings

  • Use Search to find tasks quickly.

  • Apply Filters to view tasks by due date, assignee, or status.

  • Customize your view using Table Settings (adjust columns, fields, etc.).

Completing Tasks

  • Mark a task Complete when done.

  • Completed tasks are not deleted - you can always re-open them..

Task Permissions

  • If a task is private (not in a project), only collaborators can view it.

  • If a task is added to a Project, all users in that project can view it.

  • Subtask permissions: If a subtask is assigned to someone not on the main task, they will only see the subtask, not the parent task.


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