Repeating Task Lists (Legacy)

Use Task Reminder in 16.3 and greater as an updated alternative to repeating task lists.

Repeating task lists are automatically generated checklists that can be used to mark off tasks you do repeatedly. For example:

As you complete tasks, mark them Done under the By Date, By Week, or By Month tab to clear them from the list. They will reappear each day, week, or month depending on the Date Type setting (Day, Week, Month). Lists and tasks can be nested inside other repeating task lists, much the folder/file concept.

If using repeating tasks:

Because you no longer have a list hanging on a wall and there is no reminder, staff must remember to perform the task, go into the repeating task list and mark the task done.

Set Up a Repeating Task List

In version 16.3 and greater, click Setup, Tasks, then check Show legacy repeating tasks to enable. See Tasks Preferences.

  1. In the Tasks Area, click the Repeating (setup) tab.
  2. Click Add Task List.
  3. Enter the task list name as the Description (e.g. Equipment Maintenance).
  4. Select a Date Type for the task list. This determines which Date tab it will appear under.

    Day: For daily tasks (By Date tab).

    Week: For tasks done once a week (By Week tab).

    Month: For tasks done once a month (By Month tab).

To create nested lists, highlight an existing repeating list first, then click Add Task List. Nested lists inherit the date type of parent lists.

Hint: Task lists are sorted alphabetically. Numbering them may help with organization.

Add Repeating Tasks to a Repeating Task List

  1. In the Tasks Area, click the Repeating (setup) tab.
  2. Highlight the task list.
  3. Click Add Task.
  4. Enter the task description (e.g. Confirm patients).
  5. Click OK.

The task will list under the tab that matches the date type of the task list.

Use Repeating Tasks

There are three date tabs: By Date, By Week, By Month. Within these tabs are the task lists and tasks that fit the criteria (date type of day, week, or month). As you complete tasks, mark them done and add notes. When marked done, they will disappear from the list. The next period (next day, next week, or next month), the task will show in the list again.

When you click a date tab, in addition to task lists and tasks, an interactive calendar will show.

When you click a date tab, in addition to task lists and tasks, an interactive calendar will show.