Tasks Area

Task Lists and Tasks are managed in the Tasks Area, and can be used for office communications, reminders, patient lists, daily, weekly, or monthly check off lists, etc.

In the Manage Module, click Tasks.


See our video playlist: Task Lists.

When the Tasks area is docked, the area can be resized 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 go to Tasks Preferences.

Task Toolbar

The Task Toolbar is situated at the top of the Task Area.

Options: Open Task Options.

Add Task List: Create a new Task List. New Task Lists can only be created when the Main tab is selected. See Task List. A Task List can include nested Task Lists or Tasks.

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

Search: Open the Task Search.

Manage Blocks: Block Task popups for specific Task Lists. Select the lists to block, then click Save. Tasks in selected lists do not pop up, but are still shown in the New for User tab until read.

Task Filter: Only visible when a Default Filter for Tasks in Lists is enabled in Tasks Preferences. Opens Task Filter window to set filters for Task Lists.

Task List Filter: Type to filter the available Task Lists in the selected tab. Click Clear to view all Task Lists in the selected tab. Not functional in New For or Patient Task tabs.

Refresh: Button is only available for Enterprise users with the Tasks, 'Main' and 'Reminders' tabs require manual refresh setting enabled. Click to refresh and get new Tasks and Task Lists in the Main or Reminders tab. Upon logging in, Enterprise users must click Refresh to see any Tasks Lists in the Main or Reminders tab.


Click on a tab and its Tasks or Task Lists are displayed.

For User: Task Lists that the current user is subscribed to.

New for User: See unread Tasks for the currently logged-on user's subscribed Task Lists. Click read to remove a task from the list. Users may see Tasks from Task Lists they are no longer subscribed to if the Task was unread at the time of unsubscribing.

Open Tasks: Keep track of Tasks that have an object type of Patient and are From the currently logged-on user. This tab is only visible if Show open Tasks for user is checked in Tasks Preferences.

Patient Tasks: Keep track of Tasks that have an object type of Patient and a patient attached. When the attached patient is selected, their Tasks are displayed in this list.

Main: All Task Lists and inboxes. Excludes archived Task Lists by default.

Reminders: All Task Lists and inboxes (excludes archived lists by default). Click a list to view all Task reminders regardless of due status. Reminders replace Repeating Tasks. See Task Reminder.

Repeating (setup) / By Date / By Week / By Month: Only shows when Show legacy repeating tasks is enabled in Task Setup.

Task Lists

From a corresponding tab, click on a Task list to see the Tasks within.

Right-click options:

Note: If a user moves a main Task List into its own nested Task List, the nested Task List(s) become main Task List(s).


Click on a Task List or click the New for User or Patient Tasks tab to see Tasks.

By default, only open Tasks are shown. Click Options to include closed Tasks. Tasks lists that have new Tasks are flagged with an orange checkbox and the number of new Tasks appears in parentheses. A Task List can include nested Task Lists or Tasks.

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

From the Tasks window or Tasks dock, right-click a Task to see the following 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 new (i.e., unread) 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.