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Tasks List

The tasks list is a office management tool that allows the user to send out tasks or memos to the rest of their user group.

You can change your default view so that you can see your tasks in one big list (Uncategorized) or in separate categories (Categorized). You can also choose to hide your completed tasks by selecting the “Hide Completed” view. Additionally, you can choose to view 1, 5, 10, 15, 20, or all your tasks on one page.

In addition, you can search your tasks by entering text into the search field, the clicking on “Search”.

The task list may also be sorted by any of the column headers (e.g. Subject, Category, etc).

Field Items Description
Add New Task To add a new task for someone in your user group.
View Reminders This will show you any reminders that you may have snoozed or are upcoming.
Refresh List This will refresh your task list and update any comments, status changes, etc that have been made to your tasks.

To add a new task:

  1. Click on “Add New Task”.

  2. Add text into the “Subject” field.

  3. Create a category (e.g. billing, administration, RTC)

  4. Add a Start Date, Due Date and Reminder Time. [NOTE: If you click on the green “From Calendar” link, the date field will be populated with today’s date. Additionally, if you click on a particular day from the calendar, then click on “From Calendar”, the day that you clicked on will fill the date field.]

  5. You can then assign a priority to the task.

  6. To assign the task to someone, click on the text box next to “Share Task with”. This drop down is automatically populated with all the users in your group. Click on one or several individuals to assign this task to them.

  7. Finally, add your comments in the “Comments” box. Then you may:

    • “Save”, if you want to save but not refresh the task list.
    • “Save & Return to Refreshed Tasklist”, if you want to save and refresh the task list in one click.
    • “Save and Add New” if you want to save the task and immediately enter another task without closing the “Add Task” window.

FAQ:

For assigning task to a group of people, how do you make a group?

Go to MiscàCustomize. Under the heading users click on manage user groups.  Type in the name of the new group and click add new group.  Then click on the names in non-member list (who you want to add to the group) and click on the arrow to move them to the member list.

If using a tablet PC and has several examination rooms, is it possible to use the task list to inform nurse and MA of what to do?

Yes, just assign a task to your assistant or nurse, and they will see it dynamically on their screen in their task list.

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