Understanding the Tasks Home Page in Adit

The Tasks feature in Adit helps practices organize, track, and complete work more efficiently. Think of it as your team’s digital to-do list - a centralized space where you can create tasks, assign them to team members, set due dates, and monitor progress.

By using the Tasks module, practices can:

• Keep daily work organized and visible to the entire team.

• Reduce missed follow-ups or incomplete responsibilities.

• Collaborate more effectively by assigning tasks and adding comments.

• Prioritize urgent items while still keeping track of long-term projects.

My Tasks Page

My Tasks is your personal to-do list. Tasks assigned to you appear here, grouped into default sections so you can triage and prioritize your work..

Default sections (auto‑organized)

• Recently assigned - New tasks land here first so you can review and sort them.

• Do today - Tasks with a due date of today will automatically move into this section. Once a task moves into Do today, it will stay here until you manually move it - even if it becomes overdue. This ensures urgent or missed items remain visible until you take action.

• Do later - Everything scheduled further out. Unlike Do today, this section does not have automation. Tasks won’t automatically move here; you will need to manually drag or assign them into this section when you want to keep them out of your immediate queue.

Notes

• You can add your own sections and delete sections you created, but default sections cannot be deleted.

• Drag tasks between sections, or set a Due date to help prioritization (see: Creating Tasks in Adit).

Add sections / Add tasks (from My Tasks)

• + Add Section: Creates a new list row (e.g., “Billing follow‑ups”).

• + Add Task: Opens a task panel where you can name the task, assign it, set due date, link a patient, add to a project, attach files, add subtasks, etc. (see: Creating Tasks in Adit).

My Projects Page

A project is a workspace where related tasks are grouped together. Projects help teams organize work around specific goals, workflows, or initiatives. Instead of keeping everything in a single task list, you can break work into projects to track progress more clearly.

Purpose of Projects:

• Organize tasks by theme (e.g., “Insurance Follow-ups,” “Marketing Campaigns,” “Outstanding Claims”).

• Provide a dedicated space for collaboration so team members can see all tasks, deadlines, and updates in one place.

• Use sections, filters, and custom fields to categorize and prioritize work within the project.

• Ensure visibility: everyone added to a project can access the tasks and contribute, making it easier to track ownership and accountability.

Click Projects (left sidebar) to see projects you’re a member of.

What you will see:

• + Add Project (top left) - create a new project.

• Search Project (top right) - quickly find an existing project.

• Project list - Name and Members for each project.

Inside a project

When you open a project you’ll find:

• + Add Task - create a task within the project.

• + Add Section - group tasks (e.g., “Call today,” “Call next week”).

• Customize - add custom fields (dropdowns, text, etc.) to your project table.

• Search Tasks, Filter, Table Settings - tools to find and format task lists.

Project actions (three‑dot menu):

• Edit project details

• Set color

• Copy project link

• Delete project

Search, Filter, Table settings & Column width

Search

Use the Search Tasks bar (top right of the list) to find tasks by name or keywords.

Filter

Click Filter to narrow results. Common filters:

• Assignee

• Due date range (Today, Next 7 days, etc.)

• Project / Section

• Custom fields (when available)

You can stack multiple filters and clear them any time.

Table Settings

Click Table Settings to:

• Show/hide columns (e.g., Due date, Assignee, Patient, Collaborators, Created By, custom fields).

• Reorder columns (drag to position).

• Pin columns to keep them sticky while scrolling.

Adjusting column width

• Hover the column header edge and drag to resize.

• Or open Table Settings and reorder/show/hide columns to create a cleaner layout before resizing.

Step‑by‑step: Common actions

View your projects

1. Go to Tasks > Projects.

2. Use Search Project to find a project, or click + Add Project to create a new one.

Open a project and add work

1. Click a Project name to open it.

2. Click + Add Task to create a task inside the project.

3. Click + Add Section to create a grouping row; it’s added immediately.

4. (Optional) Click ⋯ (three dots) > Edit project details to rename or update privacy; Set color for quick visual ID; Copy project link to share; or Delete project if needed.

Customize fields (per project)

1. Inside the project, click Customize.

2. To edit an existing field: click the field name, update the Field Title and Field Type (e.g., Single‑select or Text), and Save.

3. To add a new field: click + Add Field, choose Field Title and Field Type.

4. For Single‑select fields, click + Add an option, name each option, and (optionally) choose a color. Click Save.

5. Your new field appears as a column; if you don’t see it, open Table Settings and make sure it’s visible.

Search, filter, and format your view

1. Use the Search Tasks box to find items quickly.

2. Click Filter to narrow by assignee, due date, project, section, and custom fields.

3. Click Table Settings to show/hide or reorder columns.

4. Drag column edges to resize for readability.

Triage new tasks on My Tasks

1. Open My Tasks.

2. Check Recently assigned at the top.

3. Drag items to Do today, Do next week, or Do later, or set a Due date.

4. Create custom sections if needed (e.g., “Urgent calls”).

Related articles to link

• Creating Tasks in Adit - how to add assignees, due dates, patients, attachments, subtasks, approvals, and mark complete.

• Subtasks - how to break work into smaller pieces (and how permissions work when the subtask assignee isn’t a collaborator on the parent task).

• Merging Duplicate Tasks - how to merge, what data is preserved, and who gets notified.

• Working with Projects - creating/editing projects, privacy, members, and examples (e.g., “Patients to call today/next week,” “Outstanding claims”).