Klarity
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To do
Your work queue in two tabs: “To handle” (sessions that need an action) and “Tasks” (your follow-ups, by hand or suggested by Memo).
Understanding your tasks
Discover tasks in Klarity: your follow-up actions grouped by due date, in the Tasks tab of the To do hub and on every client record.
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Create and manage a task
Create a task in Klarity, give it a due date, link it to a client, mark it as done and delete it when needed.
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Tasks suggested by Memo
Let Memo propose tasks from your Memory Chat conversations, then adopt the ones you really want to follow up on.
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Understanding the To do hub
The To do hub brings your sessions to handle and your coaching tasks into one place: two tabs, one badge, everything waiting for you.
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The To handle tab
The To handle tab of the To do hub lists the sessions that need an action: report to review, missed session, synthesis failed, enrichment available.
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