Configure Task Recipient

You can configure task recipient using the Quick Tasks Setup template.

1. On the Practice Configuration template, scroll to the Quick Task section.
2. Select the Launch Quick Task link.
   The Quick Tasks Setup template opens.

   

   Note: The fields marked with asterisk (*) are mandatory to document.
3. In the Quick Tasks Setup template:
   The User Name field appears with the current user logged on to the system.
   1. If applicable, select User Name and select the applicable provider to associate with the tasking configuration.
   2. Select Source template and select a template from the list.
   3. Select Task To and then select either Individual or Group task type.
      By default, the Priority field value is set to Normal.
   4. If applicable, select Priorityand select the priority of the task.
   5. If applicable, select the Allow to overridecheckbox to modify the priority in runtime.
   6. If you select the Allow to overridecheckbox, the Quick Task Priority template opens in runtime when you select Quick Task from the Source Template.
   7. Select the Recipientfield and select the task recipient from the list.
      After you select the task recipient, Add activates.
   8. Select the Subjectfield and select the subject of the task to display in the recipient's Inbox.
   9. In the Descriptionfield, enter a brief note on the task to display on the run-time Task Details template.
      To open the Task Details template, double-click the task in the recipient's Inbox.
   10. Select the Categoryfield and select the applicable category from the list.If you select the Require a Category to be entered when Quick Task setting are added or updated checkbox on the Practice Configuration template, then you must select the category to configure and save the quick task settings.

       If the recipient's Inbox setup defaults to a category, then it is mandatory to select the category on the Quick Task Setup template so that the task appears in the recipient's Inbox under the selected category.

       Clear removes the data from all the fields except the User Name, Source template, and Priority fields.

   11. Select Add.
       The data uploads to the grid.
   12. Select Save & Close to return to the Practice Configuration template.
4. Select Save & Close.