Home User Manual Discussion Forum Search

Tasks Window

The Tasks window opens when you receive a new Task or response, or double click an existing task.

There is a splitter between the description text area and the Notes area. Drag the splitter up or down to shrink or expand the description area.

New: A task starts out marked New. Click in the checkbox to unflag it and remove the New status.

Done: When a task is complete, mark it as Done. Once done, a task disappears from the task list. A task that is marked done will automatically be marked not done if it is sent to another task list or a note is added to the task. To mark a task done from the Chart Module, right click on the task in the Progress Notes and select 'Set Complete'.

Date/Time Created: Automatically populates date and time the task was created. This cannot be edited.

Entry/Finished Dates: These fields are filled in automatically, but can also be quickly set by clicking Now.

Reminder: Tasks are not reminders by default and have a default type of NoReminder. To change a task to be a reminder, select a type from the dropdown. See Task Reminders.

From User: The name of the user who initiated this task. To change the user, click .

Task List: This field is filled in automatically and cannot be changed here. If a task list was selected first, the task list name appears. If this task is being sent to an inbox, it may be empty until you click Send To.

Task Priority: Assign a priority to the task. Priority types can be added in Definitions: Task Priorities.

History: View changes made to tasks throughout its lifetime. Only available if the user has TaskEdit Permission.

  • Create Date: The original date of the task.
  • Edit Date: The date the change was made.
  • Editing User: The user who made the change.
  • Changes: A description of the change.

Description: Enter the task description. This Text Box supports right click options.

  • Right click wiki page links to open or create from a task description. Enable these features in Wiki setup. To create a wiki link in a task, use double brackets around the page title: [[Example Wiki Link]].
  • Quick Paste Notes for tasks must have a category of Task, or they will not work as expected if using the ? shortcut.

Auto Note: Add an Auto Note to the task description.

Notes: If this is an existing task, click Add to enter comments or notes. To quickly copy the text of the original task, and any notes, click Copy. Right click a website URL in task notes to open it in an internet browser.

Object Type: Attach a specific patient or appointment to the task.

  • None: A regular task with no attachments.
  • Patient: These tasks show in the Open Tasks or Patient Tasks tab. Click Change to select and attach a patient. Click Go To to make the attached patient active.
  • Appointment: These tasks are associated with an Appointment. Click Change to select a patient, then select the appointment. Click Go To to jump to the associated appointment.

Copy: Copy the text of the original task and any notes.

Add: Add a note to the task. This is a useful tool to track a task's status as it gets sent back and forth between users.


Open Dental Software 1-503-363-5432