Task List 

In the Manage module, at the top, click the Tasks button.

The task list interface may also be docked to the bottom or the right for all computers.  This option is set in the Misc Setup window at the bottom. If docked, use the splitter to drag it to a different size.  Right click on the splitter to change bottom docking to side docking or back again.

Task lists can be used for daily, weekly, or monthly check off lists, tickler lists, appointment lists, patient lists, and many other similar types of lists. A task list can have any number of nested task lists or tasks within it, much lick the folder/file concept that everyone is familiar with. There are User task lists which show in the first tab (see Subscriptions below). There are ordinary task lists which show in the Main tab. The Repeating task lists are only for setup; they are like templates for the daily, weekly, and monthly tasks.

Add a task list or right click and edit properties:

If you enter a date or a date type, then this task list will show in one of the three dated lists. It is recommended to not enter a date if your task list is in the main tab. If you set the object type to Patient, then this task list will be available in the main Toolbar when you click the "To Task List" button . If you set the object type to Appointment, then this task list will be available in the Appointment Edit window at the lower right on the button that says, "To Task List".

Any task list that has New tasks inside it will show as orange.  It will show the number of new tasks in parentheses.

In the main tasks window, click Add a Task, or right click a task and Edit Properties.

Every task is either New, Viewed, or Done. A New task will show as an orange square in its task list.  Once you click on the orange square, it will turn to an empty square, indicating that is has been Viewed and is no longer New.  A second click will mark it as Done, causing it to disappear from the list as well. To show finished tasks, check the box towards the top of the main window that says Show Finished Tasks.  You will be able to also select a date range.

The entry date and finished date should be automatic, but may also be quickly set by using the Now buttons.

As with the task lists, be sure not to enter a date or date type unless you really want it to show in one of the specialized dated tabs.

The object type in a task has a very different purpose than the object type in a task list. Here, it attaches a specific patient or appointment to the task. You can change which patient or appointment by using the Change button. Or, clicking the Go To button will take you to that patient or appointment.

The repeating tab is a special place to store task lists and tasks which are considered to be templates. They will be duplicated many times in one of the three dated tabs. Only the parent task list can have a date and date type. All child task lists and tasks are to be left without a date and they will be copied over because they are children of the dated repeating task list.

When you are in the main Tasks window, you can also right click on tasks and task lists to perform certain actions like cut-copy-paste, edit properties, subscribe, and unsubscribe (see below).  One more option is Go To which works the same as the Go To button inside a task. It is only available if the task is attached to a patient or an appointment.

Subscribing
The first tab is always a special tab just for the current user.  To get task lists to show in the user tab, go to the Main tab, right click on a list or child list, and select Subscribe.  It will then show in the user tab, and all nested tasks and lists will also show.

For example, if you want each user to have a task list, then create a task list with each user's name in the main tab.  Have each user log in and subscribe to their own task list as well as to any other shared task lists.  An example of a shared task list might be one called "front desk" which three different users all subscribe to as well as to their own personal task lists.

You can only subscribe to task lists in the Main tab, not to task lists in one of the dated tabs. Because of this restriction, the subscription feature cannot be used for repeating checkoff lists.  But it does work very well for instant messaging functions, and follow up lists.  It makes a pleasant chime sound when a new task arrives for the currently logged in user.