Tasks Video Tutorials

The following video tutorials offer a quick overview of Tasks and specific tasks. Select to watch the videos in full screen.

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

Select the topic below to display available videos:

A Quick Overview of Tasks (4:38)

Accessing Tasks from Vision 3 (1:22)

Navigating the Tasks screen (3:25)

Creating a New Task in Consultation Manager (4:28)

Creating a New Task from the Tasks screen (4:33)

Creating a Task from a Template (1:36)

Creating a Sensitive Task (1:15)

How do I know if I have received a Task? (1:06)

Viewing and Completing a Task (3:13)

Searching for a Task (0:40)

Editing a Task (1:02)

Reissuing a Task (0:59)

Rejecting a Task (1:05)

Viewing and Creating Announcements (2:56)

Recalling an Announcement (0:38)

Setting up Task Templates (3:45)

Creating Quick Lists for Task Templates (1:18)

Editing and Deleting Task Templates (1:00)

Setting up an Out of Office (2:23)

Running an Audit on Tasks (1:17)

Setting up Staff Access to Tasks (1:49)

See The Learning Zone for free training on Tasks.