Task Lists are a way to organize tasks and reminders.

In the Tasks Area, in the Main tab, click Add Task List.

Alternatively,

• To edit an existing task list, right-click the list and select Edit Properties.
• To create a nested Task List within another Task List, open an existing Task List in the Tasks Area then click Add Task List.

A Task List can have nested Task Lists within it, much like the folder/file concept. Task Lists can also be assigned as Task Inbox Setup.

• Description: Enter the Task List name.
• Object Type: Select whether to attach patients or appointments to Tasks in this list.
  • Patient: Task Lists with this type selected are listed automatically when users select Tasks from the Main Toolbar. This should be selected when setting up an inbox.
  • Appointment: Task Lists with this type are listed automatically when users click To Task List in the Edit Appointment window.
• Filter: Only available when Default Filter for Tasks in Lists is enabled in Tasks Preferences. The option set here overrides the filtering option set in Task Preferences.
  • Default: This Task List automatically uses the filtering option selected in Task Preferences.
  • None: This Task List is not automatically filtered.
  • Clinic: This Task List is automatically filtered by the clinic selected in the Main Menu.
  • Region: This Task List is automatically filtered by the Region assigned to the Clinic selected in the Main Menu.

The following options are only visible when Repeating Task Lists (Legacy) are enabled.

• Date: Leave blank except to show all tasks added to this list on a dated list.
• Date Type: Normally set to none.
• Is From Repeating: Normally leave unchecked.