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Your tasks

The Tasks panel slides in from the right when you click Tasks in the sidebar (or a "View all" link on the dashboard). It's your single, dependable list of everything across FCR that's waiting on you — so you never have to go hunting through separate screens to find what needs doing.

What appears in Tasks​

Tasks pulls together every kind of work that's on you:

  • Drafts you haven't finished — any document you started and saved: progress notes, visitation notes, treatment plans, safety plans, monthly reports, discharge summaries, transfer summaries, and more.
  • Work sent back for revision — a document your supervisor returned for you to fix and resubmit.
  • Tasks your supervisor assigned you — a specific to-do handed to you by your supervisor or practice manager, with a priority and sometimes a due date or a linked case.
  • Documents awaiting your approval — for supervisors and practice managers, the documents your team submitted that need your sign-off.
  • Deadlines coming due — treatment-plan reviews, first contacts, monthly reports, and home-safety audits approaching (or past) their due date.
  • Other reminders — a credential that needs attention, a supervision session awaiting your signature.

Each row links straight to the thing that needs doing — click it and you land on the document, ready to act.

A brand-new draft won't appear right away

So a document you're actively working on doesn't nag you the moment you start it, drafts appear in Tasks after about 3 days of sitting untouched. Work that's been returned for revision shows up immediately — someone's waiting on that one.

How Tasks is organized​

Everything is grouped into three urgency bands, so the most pressing work is always at the top:

  • Needs attention now — overdue items, work returned for revision, and imminent deadlines. Urgent rows carry a small colored tick and colored timing text; that's the only color in the list, so when you see color, it means act.
  • This week — things due soon or recently submitted.
  • When you can — drafts and non-pressing items.

Every row shows the document and family, a quiet status line (like "Draft", "Returned for revision", or "Awaiting your approval") with when it happened, and the service on the right. The header shows how many are open and how many are urgent.

Your panel, your work​

The Tasks panel always shows your own outstanding work — your drafts, your deadlines, your reminders, and the tasks assigned to you. There's nothing to switch between: it's simply the list of what's on you.

Supervisors and practice managers

Two things worth knowing if you review or oversee others' work:

  • Your "Awaiting your approval" queue still sits here, in its own section at the top of the panel — the documents waiting on your sign-off, kept as one coherent pile above your own tasks and deadlines.
  • To see and manage your team's work — the tasks you've assigned them and the compliance items they owe — use the Task Manager. That's the team-oversight surface; the Tasks panel stays focused on your own list.

Acting on a task​

Click any row to open it. From there you finish a draft, revise and resubmit a returned document, approve a submission, or handle whatever the item is asking for. Once you've dealt with it, it drops off the list automatically — Tasks always reflects what's currently outstanding.

Tasks your supervisor assigned you​

A task assigned to you works a little differently. Click it and a pop-up opens right there — no jumping to another screen — showing the whole task, who assigned it, its priority, its due date, and any linked case (with a button to open that case). When you've done the work, click Mark complete and the task clears from your list. That's all there is to it.