Setting the Display Order of Task Templates

Please also refer to the Setting up a Task Template Quick List (2.14) video tutorial

As a system manager you can create a quick list for any staff group and change the order of the Task Templates offered. This ensures your staff have quick access to their most commonly used templates, resulting in very quick and consistent task creation.

Please Note - You must have administrator rights to access Settings - Task Templates, see Security - add user to group for details.

To set up quick lists:

  1. Select Settings .
  2. Under Clinic Settings, select Tasks .
  3. Now select Task Templates.
  1. A list of Task Templates is displayed with a staff group name in a drop down list:

  1. From the staff group list, select the staff group you want to set up.

  2. Now, simply hold, drag and drop the templates into the order you require above the thick black line.

  1. Ensure the templates under the thick black line are in the order you want for this staff group and once you are happy with the order, click Save to save.

  1. The The templates were updated successfully message is briefly displayed.
Important - Some of your staff may be in more than one group, we recommend you review your staff groups before migrating to Tasks, however some staff will always be in more than one group. Where a member of staff is in more than one group, the templates are offered in the following order: the first template in each staff group the staff member belongs to, then the second template from each group, then the third etc.

To see the display order you have added/updated, you must now log out of Tasks and then log back in.