<aside> 📋

Welcome! This guide will show you how to view and manage tasks in MemoMate. Tasks help you track important follow-up actions that come from resident conversations.

</aside>

What You'll Learn

• How tasks are created automatically from calls
• How to view your tasks on the Task Board
• How to update task status and details
• How to create tasks manually
• How to customize task statuses
• When you receive email notifications about completed tasks

Understanding Tasks

Tasks in MemoMate are action items that help your team follow up on important matters discussed during resident calls. Here's what you need to know:

<aside> 💡

Automatic Task Creation: When MemoMate identifies an important issue or request during a call, it automatically creates a task so nothing falls through the cracks.

</aside>

Each task includes:

• Title - A clear description of what needs to be done
• Description - Details from the conversation
• Status - Where the task is in your workflow (Suggested, To Do, In Progress, Done)
• Priority - How urgent the task is (Low, Medium, High)