Articles on: To do

The To handle tab

The To handle tab is your session-side work queue: it gathers, across all clients, the appointments waiting for an action from you. Instead of going through each client record, you deal with everything from a single screen.


What the To handle tab is for


After each session, Klarity does the heavy lifting: transcription, summary, briefing. Sometimes an action is left on your side — review a report before it goes out, finalize a session where nothing was captured, restart a synthesis. The To handle tab gathers these pending sessions so nothing stays in limbo.


This is a queue of sessions, not notifications. Notifications alert you (from the header bell); To handle gives you the concrete list of what's left to do, with what you need to act right there.


The categories of sessions to handle


A selector at the top of the list (View all, then one category per type) filters the queue. Each category shows its count; an empty category doesn't appear.


  • Report to review — the session's report is ready: read it over, then send it to the client.
  • Missed session — nothing was captured (assistant absent, missing meeting link…): finalize the session by hand or cancel it.
  • Synthesis failed — the AI synthesis couldn't be generated: you can restart the processing.
  • Enrichment available — the session is still open to your notes and additions before it's locked.


Good to know: the queue covers all your clients at once. To see only one person's sessions, open their record instead.


Handling a session


  1. From the To handle tab, spot the session concerned (filter by category if needed).
  2. Click the row: the session opens exactly where you need to act (the report to review, the synthesis to restart…).
  3. Carry out the action. The session leaves the queue automatically as soon as there's nothing left to do on it.


When everything is handled, the queue shows All caught up.


💡 Tip: the badge on the To do entry adds up the sessions to handle and the overdue tasks — one glance tells you whether anything is left.


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Updated on: 18/08/2026

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