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1 min read · Updated October 12, 2026

How do I filter my dashboard?

Use the coloured progress bars on your dashboard to filter your tasks and patients.

Your dashboard has two lists: "My Tasks" and "Patients". Each one has a coloured progress bar with a legend below it. You can click the bar or the legend to filter the list.

Filter your tasks

The "My Tasks" bar shows your Alerts, Requests, Due, Needs Review and Complete tasks.

  1. Click a coloured section of the bar, or its name in the legend. The list shows only those tasks.
  2. Click another section to add it to the filter. You can combine Alerts, Requests, Due and Needs Review.
  3. Click a selected section again to remove it from the filter.
  4. Click "Complete" to see only your completed tasks.
  5. Click "Total" to clear all filters.

Filter your patients

The "Patients" bar shows your Active, New and Other patients. Other includes requested, archived and completed patients.

  1. Click a coloured section of the bar, or its name in the legend. The list shows only those patients.
  2. Click the same section again to remove the filter.
  3. Click "total" to clear all filters.

How do I know a filter is on?

Sections that are not in your filter fade out. The filter button next to the search box is highlighted while a filter is on.

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