Tasks Area

Task lists and tasks are managed in the Tasks area.

The Tasks area may be docked on your main window, or can be opened via the Manage Module, Tasks.

They can be used for office communications, reminders, appointment lists, patient lists, daily, weekly, or monthly check off lists, etc. A task list can include nested task lists or tasks.

Related links

Setup

See also: Webinar: Introduction to Tasks and Task Lists

Tasks lists that have new tasks are flagged with an orange checkbox and the number of new tasks appears in parentheses.

When the Tasks area is docked, you can resize the area by dragging the splitter (the horizontal bar between the tasks area and the rest of the screen). To change docking options, right click on the splitter, or click Setup, Task.

Options: Set task list options.

Add Task List: Create a new task list.

Add Task: Create a new task. Click the dropdown to add a reminder task.

Search: Search for specific tasks. See Task Search.

Manage Blocks: Block task popups for specific task lists. Select the lists to block, then click OK. Tasks in selected lists will not pop up, but will still show in the New for User tab until read.

Tabs: Click on a tab and its task lists will show.

Task lists

Click on a task list to see the tasks within.

Right click options:

Note: If you move a main task list into its own sub-task list, the sub-task list(s) will become main task list(s).

Tasks

Double click a task to open it. See Task Window.

Right click options:

Task text that is more than 250 characters, has two or more task notes, or one task note more than 250 characters can be expanded or collapsed. The + or - in the +/-column indicates in current state. Click the +/-column header to toggle all tasks between expand or collapse.

- indicates a task that is expanded. Click - to collapse text.

+indicates a task that is collapsed. Click + to expand.

Set the default state in Task Preferences.

Task popout count

The task popout window displays the number of tasks in the selected task list. Hover over the Open Dental icon on the taskbar to view. Task count only shows when the tasks window is open and a task list or tab is selected.

Troubleshooting

Why aren't tasks popping up on my screen?

There are number of reasons tasks may be blocked from popping up. Ensure the following: