Tasks are for intra-office communication, setting reminders, and more.

See Task Window.

Related Links:

• Task
• Tasks Area
• Task Window
• Task List
• Tasks Preferences
• Task Attachments
• Task Search
• Task Reminder
• Repeating Task Lists (Legacy)

Tasks can be sent to a Task List or User Inbox.

General Information

• Tasks pop up on screen and a chime sounds when sent to a Task List that the logged-in user is subcribed to.
• Tasks attached to patients show in the patient's Chart Module, Progress Notes.
• If a task is left open on the screen, it automatically refreshes when an edit is made or a note is added by another user.
• To prevent task popups for the logged-in user, click Manage Blocks in the Tasks Area.
• To also prevent sounds for blocked tasks, disable Blocked task popups still make notification sound in Tasks Area, Task Options.

Creating New Tasks from the Tasks Area

1. From the Tasks Area, click Add Task.
2. Enter task details in the Task Window.
3. Click Send To....
   • Alternatively, if the task was created from the Patient Tasks, Main, Reminders, or Open Tasks tabs, click Save to immediately create the task in the Main tasks tab without an attached Task List. Skip the remaining steps
4. Select the Task List(s) to send the task to. By default, only user inboxes are shown. Check Show all task lists to also choose from Task Lists not set up as inboxes.
   • Alternatively, double-click a single Task List to immediately send the task to the selected list
   • To send multiple copies of the task to different Task Lists, check Send copies to multiple and highlight the Task Lists to send the task.
5. Click OK to finish creating the task and send it to the specified list(s).

Creating New Tasks from the Main Toolbar

1. From the Main Toolbar, click Tasks.
2. Double-click a Task List to send the task. By default, only Task Lists with the type of Patient are shown. Check Show all task lists to choose from Task Lists of any type.
3. Enter task details in the Task window.
4. Click Save to create the task and send it to the specified Task List.

Creating Reminder Tasks

See Task Reminder for detailed instructions and information.