Task List and Inbox

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


Task Lists are a way to organize tasks. A task list can have nested task lists or tasks within it, much like the folder/file concept. A user's inbox is also considered a task list. The Task List Create security permission is required to add a task list.

Description: Enter the task list name.

Date: Leave blank. Only used with Repeating Task Lists (Legacy)

Date Type: Set to none. Only used with Repeating Task Lists (Legacy).

Is From Repeating: Leave unchecked unless using Repeating Task Lists (Legacy).

Object Type: Select whether to attach patients or appointments to tasks in this list.

Global Filter Override: Only available when Global Filter for Task Lists is enabled.

Set up a User Inbox

A User Inbox is a task list that contains tasks sent directly to a specific user when you click Send To or Reply.

For each inbox, create a task list for the user and select Patient as the task list's Object Type.

In the Main Menu, click Setup, Tasks, Inbox Setup.

Current users appear on the left. All existing task lists appear on the right. To add or edit users, see User Edit.

To set an inbox, highlight the user on the left, then the associated task list on the right, and click Set. Repeat for each user you want to create an inbox for.

Have each user log in and subscribe to their inbox.