馃摑 Please note: The 'Tasks' feature is different from task reminders in Portal.
How do I add a new task to the task list?
To add a new task:
First, navigate to your task list.
In the top right corner of the task list, click '+ Add Task'.
In the side panel that appears, enter the details of the task.
'Write a task name' - Enter the description for the task, which will be visible in the task list and in any notifications for the task.
'Location' - Only visible for multi-site practices, identify which location the task relates to (this may be relevant when using filters to view the task list).
'Assignee' - The person the task should be assigned to. You will see a button highlighted above the field labelled 'Me' - clicking this will auto-populate the field with your own name. If you assign the task to a different user, they will receive a notification about the task.
'Due date' - The date the task needs to be completed by. You will see a button highlighted above the field labelled 'Today' - clicking this will auto-populate the field with that day's date.
'Patient' - If the task pertains to a specific patient, type in the patient's name in this field and then select the correct patient from the dropdown.
'Priority' - If this tickbox is checked, a red exclamation mark 鉂楋笍will appear next to the task name in the task list.
'Repeats' - If this is a regular/repeated task, use the dropdown to indicate how often the task should be repeated. If selected, even if the task is marked as complete, it will reappear in the task list after the chosen timeframe.
'Periodically' allows you to indicate when the task should be repeated after it has been completed (so for example, it would reappear 2 weeks after it was completed, as opposed to on the same day every two weeks).
'Notes' - Add any relevant notes. If notes are entered, this will be indicated by a speech bubble 馃挰 next to the task name in the task list.
'Subtasks' - Use this to add subtasks to a main task.
You will also see 'Mark Complete' at the top - you may wish to mark a task as complete immediately.
馃挕 Top tip: All fields are optional and can be left blank, but it is recommended that you include at least a task name.
When you have completed all the necessary fields, click 'Save'. The task will appear in your task list.
馃挕 Top tip: You can also add a task from within a patient's record. While in the 'Tasks' tab, simply click the '+ Add Task' button in the top right corner, and complete the fields as normal - the 'Patient' field will be auto-populated with the name of the patient whose record you are in.
How do I add a subtask?
Adding a subtask may be useful if for example tasks of a similar type are linked but their due dates or assignees may vary.
If a task has subtasks, these will be indicated by a list icon with a number next to it, to the right of the task name. You can view the subtask by clicking the 'Details' button on the task, or by adjusting the task list filters to include subtasks.
If you make subtasks visible in the task list, they will appear alongside normal tasks - you will be able to see the main task next to an arrow, to the right of the task name. (You may need to refresh the page in order for the subtask to appear in the task list).
First, navigate to your task list.
Either open a main task by clicking 'Details' to the right of the task, or create a new task.
At the bottom of the task side panel, click '+ Add Subtask'.
A new task will be opened - the fields should be completed in the same way as for a normal task, the only difference being that the main task will be linked at the top.
When you have completed the necessary fields, click 'Save'.
You can repeat this process as many times as needed.
How do I edit an existing task?
To edit a task, navigate to your task list, click 'Details' to the right of the relevant task, and make changes in the side panel, editing the fields you would if you were creating a new task.
馃挕 Top tip: You can also make quick changes to the name of a task without needing to open the side panel - simply click the name of the task in the task list, and type changes as needed. To save the changes to the task name, hit the 'Enter' key on your keyboard, or click somewhere else on the page.
How do I mark a task as complete?
You can complete a task by:
Clicking the tick 鈽戯笍 icon to the left of the task in the task list.
Opening the task 'Details' side panel, and clicking 'Mark Complete' at the top of the side panel.
You can view completed tasks by adjusting the filters in the task list. Completed tasks are indicated by a green tick and a 'Completed' flag at the top of the 'Details' side panel.
How do I create a follow-up task?
Creating a follow-up task generates a new task with the same assignee and patient as the original task, with the name 'Follow up on "Original task name"'.
This allows you to create a sequence of tasks, if a task has multiple steps (which is slightly different from subtasks).
Follow-up tasks are indicated by an up arrow 猡达笍 next to the task name in the task list, and with a linked label at the top of the 'Details' side panel for that task.
To create a follow-up task:
First, navigate to your task list.
Either open a task by clicking 'Details' to the right of the task, or create a new task.
In the top right corner of the side panel that opens, click the up arrow 猡达笍.
A new follow-up task will automatically be created.
