While generating notes, CortexaNote automatically captures actions and adds them to the session's task list. If you open the tasks frame, a window will appear to the right of your notes.

From there, you can:

Your task menu is in the left-hand menu. It includes tasks from every session in your workspace, so no uncompleted tasks are forgotten. You can search and filter by date, patient, and task type.

Tasks are automatically assigned to a category based on the type of action they require.

You can change a task's category at any time to fit your workflow.

Use the Tasks button at the bottom right of your note to show or hide the Tasks panel. The button also displays how many tasks you've completed.

Tick the checkbox to the left of each task to mark it complete.

Select the plus button (+) to create a new task. Add your own title, category, patient, and due date.

Select the title to change the wording, set a due date, assign a patient, or select the category to pick a new one.

Select a task and open the action button (...). Then select Delete to remove it from both the session and your master task list.