Task Lists are a way to organize Tasks and reminders.
In the Tasks area, in the Main tab, click Add Task List.
- Alternatively, open a task list and click Add Task List to create a sub-task list within a main task list.
- To edit an existing task list, right-click the list and select Edit Properties.
A Task List can have nested Task Lists within it, much like the folder/file concept. A user's inbox is also considered a Task List.
- 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.
Note: If a Task is attached to an appointment, it is filtered by the clinic assigned to the appointment. If the Task is assigned to a patient, it is filtered by the patient's clinic. If the Object Type is None, the Task is not filtered.
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.
Set up a User Inbox
A User Inbox is a Task List that contains Tasks sent directly to a specific user when a user clicks 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.
Have each user log in and subscribe to their inbox. See Tasks Area for details on finding and subscribing to a list.