Navigating Tasks

When you open Tasks your MY TASKS screen initially displays, listing all outstanding tasks allocated to you.

Select from the following screens for other information:

• Completed - To view all of your completed tasks.
• SENT TASKS - To view tasks you have created and sent:
  • Outbox - If Tasks services go down, any tasks you send are held here, they are automatically sent when services resume.
  • Completed - Displays all tasks you have sent that have been completed by the recipient.
  • Rejected - Displays tasks you have sent that have been rejected by the recipient.
  • Deleted - Displays any tasks you have sent that have been deleted by the recipient.
• UNASSIGNED (System Managers only) - To view tasks from other organisations and allocate them to your staff.
• 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:
  • Outbox - To view announcements you have created if Tasks services go down. Any announcements you send are held here until the services resume and the held announcements are automatically sent.
  • Sent - To view announcements you have sent.

The following options are available within Tasks:

	Conversation bubble - Indicates a conversation on a task.
	External Group - Indicates this task is either going to or coming from a third party organisation.
	Task Locked - Indicates someone is working on this task, their profile initials display with the padlock symbol.
	Attachment - Indicates there is an attachment on a task.
	Options - Indicates additional options are available, select to view the options for this screen.
	Filter - Select to filter the tasks you are viewing or your view.
	Filtered (Blue circle) - Indicates you are seeing a filtered list. Select to clear or change your view.

• An unread task has a blue line around it.

• A read task has no blue line around it:

  

You can filter or change the order your tasks display in by selecting Filter and selecting as appropriate.

When active, the Filter displays with a blue circle around it. Select Clear View , to revert to your full list:

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 and you need to enter your password again.