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Why this matters

When you're managing care—whether for yourself or someone you support—it's easy to feel overwhelmed. The Things to Do section makes it simple to see what’s most important right now and what’s coming next.

It helps make sure nothing falls through the cracks and keeps everyone on the same page.

Where to find it

The Things to Do block might be in a different spot depending on your Action Plan layout, but it works the same way everywhere.

You’ll see two tabs:

• Upcoming – activities that still need to be done

• Completed – things you’ve already finished

What you can do in this section

✅ Complete activities

You’ll see things like:

• Tasks (e.g., “Move the bed to the main floor”)

• Appointments (e.g., “Appointment with Dr. Smith”)

• Forms or assessments (e.g., “Your symptoms matter / ESAS” check-in)

• Resources to review (e.g., guides or videos)

All activities are sorted by date, so the next scheduled item appears at the top.

Click on an activity to view more details or mark it as complete. Once completed, it will move to the Completed tab.

If there are more than three activities, click See more to expand the list.

🗓️ Add your own items

You and your support team can also add activities:

• Add an appointment – like a check-up or home visit

• Add a task – such as picking up a prescription or arranging transportation

When you add something, you can:

• Choose the date and time

• Assign it to yourself or someone on the care team

💡 Tips and cool things to know

• You can always add or edit activities to keep the Action Plan up to date

• Activities that don’t have a scheduled date appear below those that do

• Your care team can add new activities anytime, so check back regularly

• If you're supporting someone else, you'll see everything relevant to their care too