How to add tasks to a letter
Add follow-up tasks to a letter so nothing is missed before it's sent.
Last updated
Audience: Doctor
- Open the letter with View Letter.
- Find the Notes panel.
- Type your task in Write additional notes..., for example "Book blood test".
- Press Enter or click +.
[Screenshot: Notes panel with tasks]
What happens next
- Before the letter can be sent, every task must be ticked in the Send Letter window.
- All tasks also appear on the Tasks page - see The Tasks page.
- To change a task, click its pencil icon. To remove it, click the x.
- You can't add tasks once a letter has been sent.