Personal to-dos and notes
My Dashboard's To-Do and Notes tabs are for the things only you need to track: callbacks, reminders, things to order, half-formed thoughts. Only you can see them.
To-dos
The To-Do tab is a set of lists side by side. Everything starts in Unsorted.
- Type in + Add a to-do at the bottom of a list and press Enter.
- Drag a card to move it between lists.
- Tap the checkbox to mark it done.
On each card you can:
- Tap the text to edit it.
- Set a Due date. The chip reads Today, Tomorrow or Yesterday when it's close.
- Remove it with the X.
Make your own lists
- Tap Add list at the end of the row.
- Name it, for example "Callbacks" or "This week", and press Enter.
Tap a list's name to rename it. The palette button next to it lets you pick a color or Delete list. Cards from a deleted list move to Unsorted.
At the top of the tab, untick Show completed to hide finished cards, or tap Clear completed to remove them.
Add a to-do from anywhere
Tap the pen icon in the header, choose New to-do, type it and press Enter. It lands in Unsorted, ready to drag into a list later.
Notes
The Notes tab holds sticky notes that save as you type.
- Tap New note.
- Add a Title if you like, then write in the body.
Each note has buttons along the top:
- Pin to top keeps it first.
- Add a link attaches a web address you can open from the note.
- The color button changes its color.
- The check mark (Done — archive this note) files it under Archived. Open Archived and tap the restore button to bring it back.
- The trash can deletes it.
Use Search notes… to find one by its words.
Jot a note from anywhere
Tap the pen icon in the header and choose New note. It starts saving as soon as you type and lands in your Notes tab.
Note
If you don't see the To-Do or Notes tab, your clinic admin has switched it off for the clinic.
More Getting started guides
- Welcome to houndkit
- Sign in to houndkit
- Find your way around
- The Clinic Dashboard
- How the Go to menu is organized
- What My Dashboard is for
- Tug of War polls
- The Management dashboard
- Your clinic profile, hours and auto-lock
- Invite your team
- Choose what My Dashboard offers your team
- Add to a board from any page
- Dashboard 2.0 clinic home
- Switch between clinics
- Locking and your PIN
- Quick patient notes
- Customize My Dashboard
- Your profile and preferences
- Choose your notifications
- Get alerts on your phone
- Set your PIN and password
- Suggest a Tug of War poll
- Profile cards
- Shared clinic logins
- Contact houndkit support
- The roadmap and suggesting ideas
- Approve Tug of War polls
- How Clinic Settings is organized
- Manage a team member
- Help a teammate sign in
- Choose who can use each tool
- Download your clinic's data
- Clean up old data
- Plan & billing
- Set up the Management dashboard
- The wall display
Still stuck? Email support@houndkit.com, or send a ticket from the menu inside houndkit.