If a task you expected to see is missing from your list, the task is almost always still there, just hidden by a filter, a status view, or where it is associated. This guide walks through the most common reasons a task does not appear in Aesthetix CRM and how to bring it back into view, so your team never loses track of a patient follow-up.
The Tasks list can be filtered and sorted, and an active filter is the most common reason a task seems to be missing.
Check the status filter. The list may be set to show only open or pending tasks. If the task was marked complete, switch the status filter to include completed tasks and it will reappear.
Check the assignee filter. If the list is filtered to one team member, tasks assigned to someone else are hidden. Clear the assignee filter or select the correct person.
Check association filters. On the Tasks list or inside a record's task panel, you can filter by a specific linked contact or opportunity. A narrow association filter can hide unrelated tasks.
Clear all filters and search by title. The fastest way to confirm a task exists is to remove every filter and search for the task by its title.
A task that was marked complete is cleared from your active list by design. That does not mean it is gone.
Completed tasks stay attached to their record and are visible whenever you filter the list to show completed items.
If a task was completed by mistake, open the three-dot menu on it and choose Mark as Pending to return it to your active list.
Tasks attach to records, and a task will show up wherever it is linked. If a task is missing from one record, it may be associated only with another.
A task shows inside each linked record's Associated Objects panel. If you are looking at a patient's contact record but the task was created only on the related opportunity, it appears there instead.
Open the task and review the Associate To field to confirm which records it is linked to. You can add the missing record so the task appears where you expect it.
Remember that a task created before multi-record associations were available may still be linked to its original contact only. Edit the task to add the associations you need.
Who a task is assigned to, and who can see it, both affect whether it appears for a given user.
A task appears in a team member's own list when it is assigned to them. If the wrong person is assigned, reassign it by editing the task.
A user can see a task if they have access to at least one of the task's associated records. If a teammate cannot see a task, confirm they have access to a record it is linked to.
Recurring tasks follow a schedule, and a missing occurrence is often just one that has not been created yet.
The next occurrence of a recurring task is created at its scheduled time based on the original created date, not the moment you complete the previous one. Closing a task early does not make the next instance appear immediately.
If earlier occurrences are overdue and new ones are not appearing, edit the recurring task and enable the option to create a new task even if the previous one is overdue, so the series continues on schedule.
If a recurring task was deleted and then restored, the occurrences from the deleted period are not recreated. Only future occurrences resume.
If a task is still missing after checking filters, status, associations, and assignee, try these steps:
Refresh the page so the list reloads with the latest data.
Confirm you are viewing the correct account if your practice has more than one.
Open the specific patient's contact record and check the Tasks panel there directly, rather than relying on the main Tasks list.
Why did my task disappear after I marked it complete?
Completing a task removes it from your active list by design. Change the status filter to include completed tasks, or reopen it with Mark as Pending, and it will reappear.
A teammate created a task but I cannot see it. Why?
The task may be assigned to someone else, filtered out by your current view, or linked only to a record you are not looking at. Clear your filters, check the assignee, and confirm the task's associations.
I created a task on an opportunity but it is not on the patient's contact record.
The task shows up wherever it is associated. Open the task and add the patient's contact in the Associate To field so it appears on the contact record as well as the opportunity.
My recurring task is not creating new occurrences. What is wrong?
The next occurrence is created at its scheduled time, not when you finish the previous one. If previous occurrences are overdue, enable the setting to create a new task even if the previous one is overdue so the schedule continues.
I restored a deleted recurring task but the missed occurrences are gone.
That is expected. Restoring a recurring task brings it back, but the occurrences that would have fallen during the deleted period are not recreated. Only future occurrences resume.
Can a task be assigned to me but still not appear in my list?
Yes, if a filter is hiding it. Check that your status and assignee filters are not excluding it, then clear all filters and search by the task title.
Where is the most reliable place to confirm a task exists?
Open the specific patient's contact record and check the Tasks panel there. Because tasks attach to records, viewing the record directly shows every task linked to that patient regardless of your Tasks list filters.
