How to access Tasks

The Tasks screen

When you open Tasks, this screen is displayed, showing your 'To-Do List' by default.

• The numbers next to your ‘To-Do List’ and next to ‘Tasks’ in your toolbar are the total number of tasks assigned to you, followed by the number of high priority tasks you have.
• A red arrow is displayed beside high priority tasks, and they are displayed at the top of the list. These are tasks that have been marked as urgent, and escalation notifications.
• A ✉️ is displayed beside tasks that have been replied to.
• A ✏️ is displayed beside a task that has a note attached to it.
• The ‘Due Date’ of a task is displayed in red if the task is overdue.
• You can see your sent or completed tasks by clicking on the relevant folder in the sidebar.

What does a task include?

Here is an example of a task requesting to book an appointment for a B12 injection:

How to send a task

1. Access Tasks.
2. On the ribbon, click ‘Add Task’.

3. For 'Task Type', click 🔽 and select the required task type.
• If the tasks relates to a specific patient, next to ‘Patient’ click 🔽 and select the current patient's name, or click 🔎 and then use the Patient Find screen to find the required patient.
• If the tasks is for admin, enter a ‘Subject’.
4. For ‘Due Date’, click 🗓️ and then select the required date (The default is today's date).
5. For ‘To’, click 🔎 and search for the user or team that you want to send the task to.
6. If required, check the box next to ‘All recipients to action task’.
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If you select this option, a separate task is sent to each selected recipient, and they must all action the task.
7. In ‘Notes’, type details of the action required.
8. If required, check the box next to ‘Urgent’.
9. Click ‘Send’ to send your task!

How to reply to a task

1. Click on the task that you want to reply to.
2. On the ribbon, click ‘Reply’ → select ‘Reply to Sender’ or ‘Reply to All’

3. The ‘User Task Details’ screen is displayed, with some details already completed.
4. For ‘Due Date’, click 🗓️ and then select the required date (The default is today's date).
5. If you want to add any additional recipients, click 🔎 next to ‘To’ and search for a user or team.
6. Type your reply into ‘Notes’
7. Click ‘Send & Complete’ to send the task and mark the task in your to-do list as complete, or just ‘Send’ if you want to keep the original task still.

Other task actions

There are lots of other actions that you can do with a task from the task toolbar:

• Change Owner → If someone else needs to action the task, you can change the owner of the task from yourself to another person by clicking ‘Change Owner’ and finding the relevant person or team.
• Add Note → Click ‘Add Note’ if you want to make a note on a task for your own reference. Only you can see a note. A task with a note attached will have a ✏️ icon next to it.
• View History → Click ‘View History’ if you want to see all the past actions on a task.
• High Priority → To change a tasks priority (from high to low, or low to high) click on a task then click on ‘High Priority’ to change the task priority.
• Forward → You can forward the task to another person by clicking ‘Forward’. Choose who to send to, then click to ‘Send’ if you want to keep the original task, or ‘Send & Complete’ if you want to complete the task in your to-do list.
• Complete → If you’ve finished with a task, click ‘Complete’ to mark it as completed. You can complete a task and add a note if you want to