Add a Task

You can create and assign tasks to users as an action items for them to perform.

1. In the QuickPick toolbar, click the icon.
   The Add New Task template opens.

   

2. Click the Task Name field.
   The Get Tasks window opens.
3. Select the task from the Get Tasks window, and click OK.
   The Subject and Description fields are filled automatically. You can edit it, if required.
4. Click the Due Date field, and select the due date to complete the task.
5. Select the priority.
6. Type the subject and description.
7. Select the Attach Patient option if you need to attach the current patient to the task.
8. Select the Attach Item option.

   If you select Current Template, the current template name appears in the blank field. If you select Template or Document, click the blank field to select the desired template or document.

9. Click Task Categories, and select a category from the grid to which the task belongs.
   The Yes check box is selected, and the selected task category appears next to the Task Categories field.
10. Select the option that you want to add the recipients from.
    Note: You can use the Filter field to search for a recipient.
    The list of users in the selected option appears in the box below Filter.
11. Select the desired users from the list, and click Add.
    Note: You can also do the following:

    • Click Remove to remove a selected recipients individually from the grid.
    • Click Clear to remove all selected recipients at once from the grid.
    The selected users appear in the Task Recipients grid.
12. To add the selected recipients as favorites, select the recipients in the list, then click Add in the Favorites section.
13. Click Task.