Home User Manual Discussion Forum Search

Introduction to Tasks Webinar

Introduction to Tasks and Task Lists
40 minutes + Q & A
Task Lists are inter-office communication for sending messages between individuals in your office or from an individual to a group.  If set up correctly, any task can be a generic task or a patient specific task.  If it is patient specific, it will show up in the patient's Chart Module in progress notes.

  • Initial Setup (5 mins)
    • Adding User Accounts
    • Show Task Lists (Bottom or Right of the Open Dental Program)
  • Setting up Task Lists (5 mins)
    • Add Task Lists
    • Link Task Lists to User Accounts
  • Subscribing to Task Lists (5 mins)
    • Log in as User
    • Right-click and subscribe to related Task Lists
  • Task Basics (20 mins)
    • Creating Tasks
    • To Task List
    • Add Task
    • Add to task
    • Reply To
    • Send To
    • Attach to Patient
    • Mark Done
  • Blocking Tasks (5 mins)
  • Questions and Answers (as time permits)

Watch the webinar:

To enter full screen mode, click the lower right corner when the video is playing.


Visit our YouTube page to see all the webinars we offer in one place.


Open Dental Software 1-503-363-5432