After you accept a task, you can update the categories the task is assigned to.
- Select Update in the toolbar.
The
Categories field is enabled.
- To return to the previous view without making any changes, select Undo Changes.
- To add or update categories for the task, from the Categories list, select or clear the applicable check boxes.
Each selected category appears in the
Categories.
- To clear any updates, select Undo Changes.
- To save the category updates, select Commit Changes.
Note: If you update a task category to another one (Example: Received as "Patient Portal Communication" and updated to "Patient Portal communication + Patient Portal Appointments"), even then double-clicking opens the task in the original category.
