How to Create Automated To-Do Lists: AI Task Manager

📍 Navigate to: Sidebar → Agents → AI Tasks · Full UI Guide

In this article, you will learn how to create To-Do lists in DeepCura — either manually or automatically using the AI Task Manager.

🤖 Auto-Generated Tasks with AI

By default, the system listens to your recordings and auto-generates tasks based on what you say. For example, if you mention "I'll refer you to Dr. Joe" or "I'll order some lab tests," those actions are picked up and suggested as tasks.

Once you generate a note, a task pop-up will appear showing AI’s suggestions.

new tasks.gif

Where to Find the Task List?

Go to Agents > AI Tasks Manager and there you will find all your tasks. ⚙️ Specify AI Task Actions

You can now limit which tasks the AI generates, for example, to generate only tasks related to scheduling and ordering labs but not referrals neither medications. 

Go to Templates → AI Task Generation Instructions and specify the types of tasks you want. These rules apply automatically whenever tasks are created.

🎙️ Bulk Task Editing with Voice

Manage and edit tasks in bulk across any patient chart using simple voice commands:

  • Rephrase multiple tasks at once
  • Change status (Open, In Progress, Completed)
  • Adjust deadlines in one command
  • Add or remove multiple tasks simultaneously

One voice command updates them all, saving you time and keeping everything organized.

 

✍️ Manual To-Do Creation

đź“‚ Step 1: Navigate to AI Tasks

Enter your patient's file in the patient threads.

px threads new.png

🤔 Don’t See the AI Tasks?
If the AI Tasks tab is missing, create a note with a command like:
“Refer Sandy to a dermatologist”. Once the first AI task is created, the tab will remain visible permanently for that patient.

âž• Step 2: Add a New Card

Choose the appropriate section (To Do, In Progress, or Done) and click the + button to create a new card.

create to do.gif

✏️ Step 3: Edit the Card

Add a title, description, and tag (e.g., Labs, Alert, Insurance) for easy filtering later.

create card.gif

đź’ľ Step 4: Save Your Work

Click the floppy disk icon to save your edits and attachments.

save floppy.png

đźš« Disable the AI Task Pop-Up

  1. Go to the settings toggle in the left sidebar
  2. Click Automation rules
  3. Find the Supervise AI Task agent toggle

automation rules.png

  • Toggle ON = Pop-up appears to approve, deny, or edit tasks.
  • Toggle OFF = No pop-up. Tasks go directly into Task Manager.

🎉 Your To-Do Workflow is Ready

Whether you're entering tasks manually, using AI, customizing task actions, or editing in bulk with your voice — DeepCura makes managing patient actions simple and organized.

DeepCura is a robust platform packed with customizable features.

For advanced use, we invite you to explore our Help Center in depth.