Tasks are a way for your practice to note down and track things that need doing for your day-to-day running of Semble. You can view and manage your practice's tasks from the Tasks page in Semble.

Note: To view and manage tasks you must have a role assigned to you that gives you editing permissions for Tasks. For more information on roles, see here.

In this article:

You can see the tasks of other users in your practice by setting a filter on the Tasks page:

1. Click the filter icon next to the Assigned to heading in the task table:

2. Tick the other users who you want to view the tasks of.

3. Click Filter.

The tasks of the selected users appear.

You can change this filter at any time by following the same steps as above.

You can create a task at any time from the Tasks page:

1. Click New task.

2. Fill in the compulsory details of the task in the New task window:

3. (Optional) Complete the other task details:

4. Click OK.

The task is assigned to the user and will appear on their Tasks page. For information on how to edit or delete a task, see here.

Note: If you want to see the tasks of other users in your practice, then you must set your viewing filter.

You can update a task's status, such as marking it as 'Closed' at any time from the Tasks page:

1. Click the status button next to the task that you want to update the status of.

2. Choose a status.

The task updates with the new status:

You can change the task's status at any time by following the same steps as above and selecting a different status.

In order to stay up-to-date with any changes made to the tasks, the task is automatically generates timestamps when created or edited, so the user knows who has made changes and when:

Within the patient file, tasks are ordered by status first (open, closed etc), then by due date.