Getting started with activity boards
Run a specific piece of work on its own board, split into groups.
Table of Contents
The Activities list shows everything due. A board gives one piece of work its own space, such as Follow-up calls or Complaints. Both use the same activities, so nothing moves when you start using boards.
How a board is arranged
Groups are named, coloured sections, such as To contact or Waiting on the patient.
Items are activities in a group, each with an owner, a status and a due date.
Where to find things
Under Activities in the sidebar, All boards lists every board you can see, and Table view shows every activity in one list.
A clinic usually ends up with a handful of boards, one per workflow.
Up next
Next, read Assign activities to patients.