Tasks are an essential part of your Action Plan. They help you keep track of what’s next. Both you and your care team can add tasks to keep everything organized and ensure nothing gets missed.

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Why this matters


Knowing the next step helps you feel more in control of your care. Tasks support a clear, shared plan and give everyone on your team visibility into what’s happening and what’s been done.

How to complete a task



🔹 1. Check your Things to Do
Tasks assigned by your health team will appear here with any relevant details.

🔹 2. Click the task to open
You may see additional notes or resources (e.g., a safety guide or instructions from an occupational therapist).

🔹 3. Click Mark as Complete
Once you’ve completed the task, click to mark it done—your team will be notified.

🔹 4. View completed tasks
Switch from the Upcoming tab to the Completed tab to review past tasks.

How to add your own task


Careteam is built for collaboration—so you can add tasks too.

🔹 1. Click + Add in the Things to Do section
Choose Task

🔹 2. Add task details
Give it a title and include helpful notes (e.g., “Take me to my appointment with Dr. Smith”)

🔹 3. Set a date and time
This helps keep your plan organized

🔹 4. Assign the task (optional)
You can assign it to a supporter (e.g., “James Henderson”) if someone is helping out

🔹 5. Click Save
The task will now appear in your plan and notify any assigned people

🧠 Good to know

  • You can attach resources to tasks for clarity

  • Assigned tasks notify the selected person automatically

  • All completed tasks stay visible in the Completed tab for future reference

  • Everyone on your Action Plan can view shared tasks and updates