The Suno Tasks System is designed to help individuals and teams stay organized, maintain communication, and ensure timely completion of tasks. This documentation provides step-by-step instructions on how to create, manage, and review tasks within Suno.
Accessing the Tasks
Open Tasks: Click the
Tasksbutton located at the top-right corner of the interface.
Creating a New Task
Click on the
+ Createbutton.
Complete Required Fields:
Priority (defaults to
Not Set)Title
Assignee (Tasks can be self-assigned)
Add Additional Details:
Additional assignees
Link the task to a specific patient (if applicable)
Set Due Date:
Choose from prefilled options
Use the calendar or manually input a date
Task Details: Add any relevant information in the “Task details” section.
Save: Click the “Save” button at the bottom-right to finalize the task.
Managing Tasks
Task Views:
Assigned Tasks: Displays tasks assigned to you.
Created Tasks: Shows tasks you’ve created.
Completed Tasks: Review tasks that are marked as complete.
Organizing Tasks:
Tasks are sorted by Priority Tags: Urgent, High, Medium, Low, and "Not Set"
Collapse/Expand sections to focus on specific priorities.
Clinic-Wide Task Management
If you need to review all of the tasks within the clinic regardless of who they are assigned to, you can utilize the Clinic Tasks Modal to do so.
Clinic Tasks Modal:
Select the
Clinic Tasks Modalwindow icon after opening theTasksmodule:
Within the
Clinic Tasks Modalwindow, you'll be able to view all of the tasks within the clinic. You can apply the following filters to narrow down your selection:Assignee
Created By
Status: Defaults to “To Do” and “In Progress”
Priority
Date Range
You can also select the
Download CSVbutton in order to retrieve a copy of the tasks (this is affected by the selected filters).
Task Communication
Leaving comments on tasks is a great way to communicate with your team, allowing you to provide updates or follow-up items for your tasks.
Adding Comments:
Click “View Comments” beneath a task.
Alternatively, open the Clinic Tasks Modal, select a specific task, and click the comment button.
Use this space to discuss tasks with team members.
Support
For any additional questions or support, please reach out to the Suno Help Desk.