The task function is a helpful way for internally communicating within your practice. It can be used to set yourself or another user on your system any tasks or reminders of which you can set a due date, the priority and even link it to a patient.

When you click on "Tasks" at the top of your page you will see a list of your current tasks as below, when tasks are overdue they will appear in red:

You can use the filter to show particular tasks according to your preference, you can filter by name, by priority or by status:

How do you add a new task?

To add a new task click "Add task" in the top left hand corner. You will then see this page, fill in the details as required, click "Save" when complete: 

The person to whom the task is allocated will receive an email about this task if within the recipient's user ("Settings" then click "User" then select the user) they tick the two boxes at the top in "Notification settings":

How do you change the status of a task?

Click on the task, click the dropdown box on the bottom right, and change to either "Open", "Processing" or "Closed".

Did this answer your question?