Viewing Tasks

Tasks can be viewed and managed from either the Daybook pane on the Vision 3 Front screen, or from one of the six tabs within the Daybook module itself:

Front screen

Daybook

  • To-do - Lists all the outstanding tasks awaiting your attention, see To-Do for details.
  • Tasks I've Issued - Lists all the tasks you have sent awaiting action, see Tasks I've Issued for details.
  • Tasks I've Actioned - Lists tasks you have completed, see Tasks I've Actioned for details.
  • All Outstanding Tasks - Lists all the outstanding tasks within the practice, see All Outstanding Tasks for details.
  • Tasks for Patient - Lists tasks linked to a specific patient, see Tasks for Patient for details.
  • Announcements I've Sent - Lists announcements you have issued, see Announcements I've Sent for details.