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 (3.06)

Creating a Task (1:48)

Creating a Task from a Template (1:41)

Creating Specific Tasks (1:31)

How do I know if I have received a Task? (0:41)

Creating and Allocating Cross Organisation Tasks (1:17)

 

Processing a Task (1:43)

Searching for a Task (0:21)

 

Viewing Patient Contact Information (0:24)

Conversations (0:28)

 

Editing a Task (0:29)

Forwarding a Task (0:35)

Creating an Announcement (1:19)

How do I know I have received an Announcement? (0:43)

Setting up Task Templates (2:08)

Managing Task Templates (0.32)

Editing a Task Template (0:44)

 

Deleting a Task Template (0:34)

Setting an Out of Office (0:47)

Managing Staff Email Addresses (1:15)

Managing Staff Groups (1:06)

See The Learning Zone for free training on Tasks.