NextGen Knowledge Center

Create a User Source Task

  1. Open NextGen® Enterprise PM.
  2. Select Tasks > Create Task.
    The Add Task window opens.
    Add Task window

    By default, Task Type is the only required field. If you want, you can set other fields as required from the Tasks tab in Practice Preferences window.

  3. Select the drop-down arrow in the Task Type field, and select the desired task type.
    You can leave the Status field to its default setting as it is changed by the user assigned to the task.
  4. Select the desired priority level, and then enter an appropriate subject.
  5. Select the drop-down arrow in the Assigned To field and select the group or user who you want to assign this task to or select the tab key to move to the next field.
    Tasks must be assigned to a user so that user can view their own tasks. Tasks that are assigned to a group cannot be viewed by a user.
  6. Select the appropriate values for Task Subgrouping 1 and Task Subgrouping 2.
  7. Enter the details of the task in the Details field.
  8. Skip the start, follow-up and completion dates, and enter the due and expiration date.
  9. Select OK.
    After a task is created, it displays in the Open Tasks assigned to this source window for the appropriate source.
Create a User Source Task