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Overview of Tasks

Create and manage tasks for your practice

Tasks are a way for your practice to note down and track things that need doing for your day-to-day running of Semble. You can view and manage your practice's tasks from the Tasks page in Semble.

Note: To view and manage tasks you must have a role assigned to you that gives you editing permissions for Tasks.

In this article: 

Create a Task

Edit a Task

Delete a Task

View Other User's Tasks

Update a Task's Status

Search, Filter and Sort Tasks

Create a Task

You can create a task at any time from the Tasks page:

1. Click '+ New Task'

tasks new task

 

2. Fill in the compulsory details of the task in the New task window:

  • Task name

  • Assign to - select the user who will do the task

tasks add task details

 

3. (Optional) Complete the other task details:

  • Patient - Link the task to a patient

  • Due date - Set a date for when the task needs to be completed by

  • Type - Select what type of task it is

  • Priority - Give the task a priority

  • Comments - Type any additional notes about the task

4. Click 'Confirm' to save the task.

The task is assigned to the user and will appear on their Tasks page. They will also receive an email notification if they have activated it in their settings. For more information on how to activate it click here.

Edit a Task

You can edit a task at any time from the Tasks page:

1. Click on the task name.

tasks edit

2. Make the changes you want in the editing window.

edit task

3. Click 'Confirm' to save changes, or click on the cross ( X ) in the top-right of the window  or 'Cancel' to discard changes without saving.

You can edit the task again at anytime by following the same steps as above.

A log of task updates will be available in the Logs tab of the patient's profile (only available when a task is associated with a patient):

Screenshot 2026-03-12 at 15.47.16

You can see which user edited the task with a date and time stamp, as well as the initial and updated values to review which changes were made.

Delete a Task

You can delete a task at any time from the Tasks page:

1. Click on the task name.

tasks edit

2. Click 'Delete' at the bottom of the window.

tasks delete

3. Select 'Delete' again to confirm the deletion.

tasks confirm delete

The task is deleted from your practice. You can create a new task at any time by following the steps here.

 

View Other User's Tasks

Note: By default, when you go to the 'Tasks' tab, you will only see your own tasks. However, you can follow the steps below to view tasks assigned to others

See all tasks

You can see the tasks for all other users by removing the 'Assigned to' filter below the search bar:

tasks clear assigned to

 

See specific user's tasks

1. Click on 'Filter' in the top-right corner.

tasks filters

2. Tick the other users who you want to view the tasks of.

tasks assigned to filter

3. Click 'Close'.

The tasks of the selected users appear. You can change this filter at any time by following the same steps as above.

Update a Task's Status

You can update a task's status to mark it as 'Processing' or 'Closed' at any time from the Tasks page:

1. Click the status button next to the task that you want to update.

tasks update status


2. Choose a status.

  • Open - the task has not been started

  • Processing - the task is being worked on

  • Closed - the task is marked as complete

tasks updat status processing

The task updates with the new status:

tasks status confirmed

You can change the task's status at any time by following the same steps as above and selecting a different status.

Note: If a patient has been archived, the status will be 'Archived', regardless of the task's status before. You cannot edit any archived task until the patient has been unarchived. See more about archived patients here.

Search, Filter and Sort Tasks

The filters and search function will allow you to find the most relevant tasks that you need to work on or review, and helps you to keep on top of what is being assigned.

Filter options

If you need to find a specific task or group of tasks, you can use a range of filters available:

tasks all filters

 

  • Priority - view tasks set to either high, medium or low priority
  • Status - view tasks that are open, processing, closed, or a combination
  • Created by - find tasks that were created by a specific user(s)
  • Assigned to -find tasks assigned to a specific user(s) or clear filter to view tasks assigned to all users
  • Type - filter by category to see only admin-based or clinician-based tasks
  • Patient - locate all tasks associated to a certain patient's profile

 

Search and quick filters

You can also use the search bar by typing a task name or key word. When clicking on the search bar, you will see a list of your most recently worked on tasks, and some quick filters:

tasks quick filters

  • Status - select from Overdue, Open, Closed or Processing status types
  • Recent - quickly refer back to a task you recently created or updated
  • See tasks assigned to me - quickly apply  your name to the 'Assigned to' filter
  • Created by me - quickly apply your name to the 'Created by' filter
  • Due this week - see tasks by due date that should be closed soon

 

Sort by due date

You can use the sorting function on the 'Due date' column to rearrange the order of tasks in your list to show oldest to newest, or newest or oldest.

All overdue tasks will show the due date in red to highlight that the due date has passed.

Within the patient file, tasks are ordered by status first (open, closed, etc), then by due date.

tasks sort