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The Todos planner is where your team keeps track of everything that is not an appointment — call-backs, lab follow-ups, paperwork, personal reminders. Capture a task in seconds, hand it to a colleague, and watch it appear right beside your week’s calendar. This guide is the daily reference for doctors and front-desk staff alike.

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What’s new

  • A two-pane planner. The left pane groups your to-dos into time buckets — Overdue, This week, This month, Later and No due date — each with a live count. Pinned items rise to the top of their bucket, and every bucket has its own quick + Todo box so you can jot something down without leaving the screen.
  • Your week’s calendar on the right. The right pane shows your appointment week. Any to-do due this week shows up as a chip on its day, so deadlines and chair time sit side by side.
  • Voice dictation in English and Urdu. When you write a description, tap the microphone and dictate in either language — handy for capturing a quick note between patients.
  • Hand a task to a colleague. Clinic admins can use the assignee picker to give a to-do to another doctor. The task then lands in that person’s Assigned to me tab.
  • Free-form tags. Tag a to-do however your team likes — lab, recall, insurance — and use them to search and group later.
  • Tabs with live counts. Switch between Open, Assigned to me, Overdue, Done and All, each showing how many items it holds right now.
  • Search across everything. One search box looks through titles, descriptions and tags at once.

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How to use it

1

Open the Todos planner

The left pane is your task list grouped into time buckets; the right pane is your appointment week.
2

Create a to-do

Use the + Todo box in any bucket, or open the full dialog. Give it a title and a due date, set the status (Open, Done or Archived), and add a description.
3

Dictate the description

Tap the microphone and speak in English or Urdu — the words drop straight into the description.
4

Assign and tag

If you are a clinic admin, pick an assignee to hand the task to another doctor. Add any free-form tags you want to find it by later.
5

Find anything fast

Use the tabs (Open / Assigned to me / Overdue / Done / All) to narrow the list, or the search box to match titles, descriptions and tags.
6

Complete or edit

Tick a to-do to mark it done. Click it to open the edit dialog and change anything.
Doctors see their own appointments on the calendar and their own tasks. Clinic admins see the whole clinic’s to-dos and the full clinic schedule.

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What changed since the last revision

  • The planner is now two panes — task buckets on the left, your appointment week on the right.
  • To-dos due this week appear as chips on the calendar.
  • Voice dictation works in English and Urdu.
  • Admins can assign a to-do to another doctor.
  • Free-form tags, plus search across titles, descriptions and tags.
  • Tabs (Open / Assigned to me / Overdue / Done / All) show live counts.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.