Subtasks, wiki links, and patient comments

A single task can hold a lot more than a one-liner. Inside the Task Details panel you can split it into subtasks, attach a wiki page, link a patient, and log comments back to the chart. Open any task (select its text on My Tasks) to find these sections.

Who can use this

Everyone with Tasks access can add subtasks, comments, wiki links, and patient tags on a task they can see. Only the task’s creator can change its assignees. Whether you can delete a task depends on the site’s Who can delete tasks? setting — see Task notifications and settings.

Subtasks

Use subtasks when one task is really a short sequence of steps that you still want to track as a single item.

1. Open the task and expand the Subtasks section.
2. Enter a step in the Add a subtask… input and add it.
3. Tick each subtask off as you finish it — a progress bar shows how far along the task is.
4. Drag subtasks by their handle to reorder them; use the trash control to remove one.

An empty task shows a No subtasks yet — break this task into smaller steps prompt.

Attach a wiki page

Select Attach a Wiki to link a wiki page — a protocol, a phone script, a consent checklist — directly to the task. Whoever picks the task up has the reference one click away instead of hunting for it.

Link a patient with

Tag a patient on a task by entering # in the composer and choosing them from the typeahead (it lists patients with their date of birth). The patient appears as a pill that links to their profile, and the task shows in the Patients section of the detail panel. This is what # does — it is not a category tag. Categories use the separate Add tags… multiselect.

Comments — and Save to CommLog

The Comments section is a threaded discussion attached to the task, so the back-and-forth lives with the work instead of scrolling away in chat. The list shows a comment count, with a ! when there are unread comments.

When you write a comment, tick Save to CommLog to copy it into the linked patient’s Open Dental CommLog — so a note like “left voicemail re: balance” lands in the patient’s chart, not just in Teamio.

CommLog entries are patient records

A comment saved to the CommLog becomes part of the patient’s permanent chart in Open Dental. Write it the way you’d write any clinical or account note.

Related

• Creating and assigning tasks
• Task reports
• Task notifications and settings