Navigating Tasks

ClosedHow do I navigate around the Tasks app?

When you open the Task app the My tasks screen is initially displayed, listing all outstanding tasks allocated to you.

Select from the following screens for other information:

  • Completed - To view all of your completed tasks.
  • Assigned tasks - To view tasks you have created and sent.
    • Completed - To view tasks you have sent that have been completed.
    • Rejected - To view tasks you have sent that have been rejected by the recipient.
    • Deleted - To view any tasks you have sent that have been deleted by the recipient.
  • All tasks (system managers only) - To view all outstanding tasks for your practice.
  • Announcements - To create internal announcements and to view those sent to you.
    • Sent - To view announcements you have sent.

See also Quick Start Screens.

 

ClosedWhat do the various buttons/symbols mean?
  • Conversation bubble - indicates a conversation on a task.
    Task Locked - indicates you are working on this task, it is therefore locked.

    Task locked - indicates someone is working on this task, it is therefore locked.

    Attachment - indicates there is an attachment on a task, this could be a patient.
    Options - indicates additional options are available, select to view the options from this screen.
    Filter - select to fine tune the tasks you are viewing. Click the button to fine tune your view.
    Filtered - indicates you are seeing a filtered list. Click the button to clear or change your view.
    Reorder - select to define the order of the tasks you are viewing.

    Reorder - indicates the list order has been changed. Click the button to clear or change your view.

     
    • ClosedHow do I quickly change the role I am logged in as?

    You can quickly change the role you are logged in as, simply select your name and then select the switch button and select the role you require.

     

    ClosedHow do I filter my tasks?

    You can filter the tasks you are presented with by selecting Filter and selecting the filter you require:

    ClosedHow do I change the order my Tasks are displayed in?

    You can dictate the order your tasks are displayed by selecting Reorder . Simply select from the list available. Any option selected other than Due date most recent first is indicated by the Reorder symbol turning orange .

     

    ClosedHow do I close a task?

    The only way to close/release a task is to select another task or close Tasks itself. If you leave Tasks open for more than 15 minutes with no action, for security reasons you are automatically logged out, see Logging out of or Shutting down Tasks for further details.