Task Center guide

How the Task Center works

A task is one piece of work, with one owner and one deadline. If it isn’t in here, nobody is on the hook for it.

Making a taskThe fields, who you’re allowed to assign to, and what gets emailed. Statuses & due datesThe three statuses, and the lock that catches people out. Who can do whatStaff, lead, manager — see, edit and delete rights side by side. Quick answersThe five things people ask most.

Start here

Tickets and tasks are different

A ticket is a request you send to another department. A task is work someone has agreed to finish by a date.

A ticket can turn into a task. A task never turns into a ticket.

What you see when you open it

The small line under the heading tells you your view.

Staff — your department’s tasks, plus anything assigned to you or created by you.
Lead — the same list, and you can edit anything in your department.
Manager / admin — every department.

Everyone in a department sees that department’s tasks, not just their own. That’s deliberate. Nobody should have to ask what the team is working on.

No department set? Your Directory entry is missing one. Ask an admin to set it. Until then you’ll only see your own tasks and you won’t be able to create any.

Creating

Making a task

Click + New task.
Fill in the fields below. Title and due date are required.
Click Create task. The person you assigned it to gets an email straight away.

Field	What to put
Title	What needs to happen. Short enough to read in a list.
Description	Optional. Context, links, reference codes.
Department	Staff and leads get their own. Managers get any.
Assign to	Staff can only pick themselves. Leads pick anyone in their department. Managers pick anyone.
Priority	Urgent, High, Medium or Low. Starts on Medium.
Due date	Required. Can’t be in the past.

Staff self-assign only. If work needs to go to somebody else, ask your lead to create it.

What the email says. The priority, the department and the due date. Nothing else — task details never travel by email.

Working a task

Statuses and due dates

Open→ In progress→ Done

Change it from the dropdown on the card. There’s no Save button — it saves the moment you pick.

Changing a status doesn’t email anyone. If somebody is waiting on you, tell them.

The due date locks the task

This is the part that catches people.

On or before the due date — the assignee and the creator can edit the task and move its status.

After the due date passes — they can’t. Only a lead in that department, or a manager, can touch it. The card says so when it happens.

A missed deadline should get a conversation, not a quiet edit. If you need one reopened, ask your lead.

Overdue tasks sort to the top of the list with a red OVERDUE flag.

The overdue email

Once a task is past due, a daily sweep emails the assignee and the department inbox. It goes out once, not every day.

So: if you’re going to miss a date, move the date before it passes — while you still can.

Permissions

Who can do what

	Staff	Lead	Manager / admin
See	Own department, plus own tasks	Own department, plus own tasks	Everything
Create	For themselves only	Anyone in their department	Anyone
Change status	Own tasks, until the due date	Anything in their department	Anything
Delete	Own, while Open and not past due	Anything in their department	Anything

The page only offers you what you’re actually allowed to do, so if a control isn’t there, that’s the reason.

Deleting

If a task is already In progress, mark it Done or leave it alone. Don’t ask for a delete to make a miss disappear.

The rest of it

Filters, tickets and privacy

Filters

Active is the default and hides Done tasks. Switch to All to see everything.
Search covers the title, description, department, assignee, creator, priority and status.
Filters only change what’s on your screen. They never change what you’re allowed to see.

Tasks that came from a ticket

On a ticket in the Ticket Center, a lead or manager can click Create task. It opens the Task Center with the title and the patient reference already filled in, and the finished task carries a From ticket → badge.

After that the two are separate records. Marking the task Done does not close the ticket, and closing the ticket does not finish the task. Close both.

Patient privacy

No patient full names. Not in the title, not in the description, not anywhere. Use a reference code, or initials + DOB. Same rule as the rest of Pulse.

Troubleshooting

Quick answers

What’s happening	Why, and what to do
I can’t change my task’s status	It’s past its due date. Ask your lead or a manager.
I can only assign to myself	You’re staff — that’s the rule. Ask your lead to assign it.
“+ New task” says I have no department	Your Directory entry needs one. Ask an admin.
A task I know exists isn’t in my list	Check the status filter. Active hides anything marked Done.
I got an email about a task and can’t find it	Same fix — switch the filter to All.

Ask your department lead first. Real bugs go to JC with a screenshot.

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