Clinical Assistant
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Calendar & tasks

Projects, tasks and the action inbox

Turn work into tasks and keep meeting actions in view.

  1. 1

    Open Projects & tasks and create a project. Enter its title, description, status, priority, category and optional due date.

  2. 2

    Use Add in the Tasks section. Enter the task, owner label and due date; choose Open, In Progress or Completed.

  3. 3

    Choose Save to store the project and its task changes.

  4. 4

    Open Action inbox to see project tasks and saved meeting actions together. Filter or open the source item to review its context.

  5. 5

    Mark task progress in the inbox or source editor, then check the saved state before moving on.

Good to know

  • Owner names are text labels. They do not invite colleagues, notify them or share your workspace.
  • A missing due date is allowed. Do not invent a date when the meeting or project has not agreed one.

Guide updated September 18, 2026