Todo

The Todo feature allows you to create, manage, and organize tasks within the Astral platform. It provides a comprehensive task management system with priorities, patient associations, tags, and filtering capabilities, helping you stay organized and focused on what matters most.

What you can do

With Todo, healthcare professionals can:

• Create and manage personal tasks
• Associate tasks with patients
• Organize tasks using priorities and tags
• Filter and search tasks efficiently
• Mark tasks as complete
• Perform bulk operations on multiple tasks

Accessing Todo

Access Todo from the main navigation menu under Apps. The interface includes:

• A sidebar for filtering tasks
• A main content area for displaying tasks

Create a new task

Creating a new task is simple and intuitive. Start by clicking "Add Task" in the sidebar to open the Add Task Dialog.

Required Fields

Optional Fields

Task Submission

• The Add button is disabled until all required fields are valid.
• On success:
  • The task is saved.
  • The dialog closes automatically.
  • The task list refreshes.
  • Form fields reset.

Task display

Task List View

Tasks are displayed as cards with the following details:

Task Status

• In Progress: Active tasks
• Done: Completed tasks

Task actions

Individual Task Actions

Each task can be:

• ✅ Selected (checkbox)
• ✔️ Marked as Done
• 🗑️ Deleted

Changes save on submission, and the task list refreshes automatically.

Bulk Actions

When multiple tasks are selected:

• Selection Counter: Shows the number of selected tasks and includes a clear button.
• Mark as Done: Marks all selected tasks as completed (only for In Progress tasks).
• Delete: Permanently deletes selected tasks (available for all statuses).

Filtering and search

Sidebar Filters

Status Filters

• All Tasks: Shows In Progress tasks (default).
• Done: Shows completed tasks.

Selecting a status clears other filters.

Priority Filters

• 🔵 Low
• 🟡 Medium
• 🔴 High

Color-coded, can be combined with other filters.

Tag Filters

• Lists all available tags.
• Click to filter tasks by tag.
• Active filter is highlighted.
• Close icon to clear the filter.

Search Field

• Located in the main content area.
• Searches task titles and properties.
• Works alongside other filters.

Filter Combinations

• Filters can be combined: Status + Priority + Tag + Search.
• All active filters are visually indicated.
• Clearing one filter does not affect others.

Pagination

• Default: 10 tasks per page.
• Pagination controls at the bottom.
• Shows current page and total pages.

Best practices

Task Organization

• Use descriptive titles for clarity.
• Assign appropriate priority levels to focus on urgent tasks.
• Associate relevant patients for context.
• Use consistent tags for categorization.

Patient Association

• Link tasks to relevant patients for context.
• Click patient chips to navigate quickly to patient profiles.
• Track patient-related tasks efficiently.

Tips

• Use tags for categorization.
• Filter by priority to focus on urgent tasks.
• Use search for quick lookup.
• Mark tasks as done to keep the list clean.

Reference

Priorities (verbatim labels & colors)

Statuses

Filters & search

Bulk actions

FAQs

• Can I create custom priorities? Not at this time. Use tags to add additional categorization.

• Do tags sync across users? Tags are available to you across your tasks. Use consistent naming for team clarity.

• Can I assign tasks to other users? This version focuses on personal task management. For coordination with therapists, link patients and use tags for grouping.

Related

• Calendar
• Members
• User Roles & Permissions