Creating a Task from a Template

 

Please also refer to the How to create a task (1.27) video tutorial

To facilitate the quick creation of regular tasks, you can use Task Templates.

  1. From any Task screen, select Templates .

  2. Your list of templates displays (your template list is determined by the staff groups you are a member of and set up by your system manager).

  1. Select the template you require and the New Task screen displays. Depending on the template selected, different sections of the New Task screen are completed, the rest should be completed in the usual way:

  1. Complete as required:
    • From (optional) - Select Edit and choose the correct staff group if you are creating this task on behalf of a staff group. Please be aware, you can only select from groups you are a member of.
    • Recipient(s) - Select the recipient of this task, this can be one or more individual members of staff, or a staff group, start typing and a smart list displays to select from.
    • Subject - Enter a short description of the task, up to 30 characters, this appears in the My tasks list of the recipient.
    • Description (optional) - Enter a full description for the task.
    • Attach patient (optional) - Select to choose a patient:
      • The Apps side bar displays, type the patient name (either in full or part), select Search and a smart list of matching patients displays. Select Attach> on the patient required.

    • Category (optional) - Select from the pre-defined list, this facilitates the ability of the recipient to filter tasks allocated to them.
    • Due date (optional) - Select a date that this task should be completed by, either select the Calendar and select a date or enter an offset time frame using the usual t= today, d=days, w=weeks, m=months or y=years short hand, for example 2d = 2 days.
    • This task is sensitive - Tick to mark a task as sensitive, if selected only the sender, recipients and system supervisors can see the full details of the task.
    • Urgent - Tick if this task should be marked as urgent. If Make this task urgent when it passes its due date is already selected, this option is not available.
    • Make this task urgent when it passes its due date - Tick if the priority of this task should increase when overdue. If Urgent is already selected, this option is not available.
    • Create another - Tick to automatically start another new task from the same template when you select Send.

  1. Select Send to save and send the task.
  2. If the template selected has Task should contain an attached patient ticked and you do not attach a patient, the following warning message displays:

  1. Select Send task anyway to send regardless or Show me to select a patient.
  2. A 'Task was added successfully' message briefly displays at the bottom of your screen.