How do I view my practice's task list?
Dentally's 'Tasks' feature allows you to create, assign and keep track of your and your team's tasks. To access your practice's task list:
In Dentally, click the list icon in the left-hand toolbar, representing 'Tasks'.
This will take you to the task list where you can navigate between all, today, upcoming and completed for quick navigation around your tasks.
You can use the filters in the top right to further narrow down your list of tasks.
If you click the 'Details' button the side panel will open where you can review, edit the task details if needed.
There are a number of other actions you can take from within the task side panel using the icons in the top right, from left to right
Duplicate - Click the double square icon to duplicate the task.
Follow-up - Click the up ⤴️ arrow to create a follow-up task.
Close - Click the right ⇥ arrow to close the side panel.
💡 Top tip: When a task is linked to a specific patient, the task will be visible under the 'Tasks' tab in the patient's record.
Where will I get notifications about tasks?
When another user assigns a task to you, a notification will appear in your 'Notifications' window under the bell 🔔 icon in the top right corner of Dentally.
If you have a task assigned to you which has a due date within 24 hours from now, a red number will appear on the 'Tasks' icon in the left-hand toolbar.
If a patient has a task associated with them, with a due date within 24 hours from now, a notification counter will show on the 'Tasks' tab in the patient record, and the details of the task will be visible within the 'Tasks' tab.
