Using tasks

Tasks are the shared to-do board for your practice. Anything that needs doing but isn't a visit — following up on a result, chasing a form, onboarding steps — lives here so it doesn't live in someone's head.

The Tasks board

In the left sidebar, click Tasks to open the board. It manages and tracks your team's work.

Use the Task title (1) to identify the card, the Deadline (2) to see when it is due, the Reminder chip (3) to see that a reminder is set, and Task options (4) to open the card menu.

Tasks are a kanban board with five columns on larger screens, each showing a count:

• Backlog — captured, not yet scheduled.
• Todo — ready to start.
• In Progress — being worked on.
• Done — finished.
• Cancelled — dropped.

Below md, the board collapses into a tabbed list that shows one status at a time. The tabs still cover the same five statuses, and the list keeps the status count next to each tab.

Drag a card between columns as work moves. You can also use the Move to submenu in the card menu to change status. The + on each column header opens a new task panel for that column; the task is created once you enter its title.

Open a card to view and edit its details without leaving the board. The task detail panel includes the title, status, assignee, tags, description, creation details, and delete action.

You don't have to be on this page to add one. ⌘K → New task captures a task from anywhere in Ona — assigned to you, dropped into Todo — so a thought you have mid-visit doesn't wait for you to navigate here. See Using the command menu.

Cards

On the same page, the board is already open. Each card shows the task title, linked patient when present, deadline, reminder indicator, linked-record and watcher indicators, and the assignee avatar. The seeded workspace uses tasks as an onboarding checklist — "Set your availability", "Invite your team", "Configure your services" — which doubles as a tour of the setup steps.

Use the Completion toggle (1) to mark the task done or reopen it, the Task title (2) to identify it, Deadline and reminders (3) to read the due date and reminder indicators, Linked records and watchers (4) to see what is attached to the task, and Task options menu (5) to open Edit, Move to, Duplicate, or Delete.

Filtering and reminders

On the same page, above the board, you can filter and review reminders:

Use Search tasks (1) to find tasks by title, All Members (2) to filter to one person's tasks, All Tags (3) to filter by tag, Manage tags (4) to edit the tag set, and Reminders (5) to review your task reminders.

• Search tasks… — find by title. On the full Tasks page, you can also press / to focus it.
• All Members — filter to one person's tasks.
• All Tags — filter by tag.
• Task tags — manage the tag set.
• The Reminders button — review your task reminders.

On a shared board, tags and assignees are what keep it usable as it grows. A board where every card is untagged and unassigned becomes noise; filtering only helps if the cards carry the labels to filter on.

The reminder popover uses presets for common times and a custom date and time picker when you choose Custom…. Validation appears after you touch the date field, and the message changes based on what needs fixing: Pick a date., Pick today or a later date., or Pick a time at least a minute in the future. The recipient chips use avatars, so you can tell at a glance who will be notified.

Tasks elsewhere in Ona

In the left sidebar, click Patients, then click the patient's name. In the patient sidebar, click Tasks for work tied to that specific person. The board here is the practice-wide view; the patient record view is scoped to one patient. A task picks up that link when you set Patient on it, whichever way you create it.

Use Patients (1) to open the patient list, and Open command menu (2) to jump to or create tasks from the command menu. The command menu works in both directions: it creates tasks, and it finds them. Typing part of a task's title into ⌘K jumps straight to the card without a trip to the board.