Setting the Display Order of Task Templates

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

You must have administrator rights to access Settings - Task Templates, see Security - Add User to Security Group for details.

To set up quick lists:

  1. From Tasks, select Settings .
  2. Now select Task Templates and all your Task Templates display.
  1. From the staff group list, select the staff group you want to set up:

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

  3. 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, select Save to save.

  4. The The templates were updated successfully message briefly displays.
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 are always 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.

View the following video to see how to set the display order of your Task Templates:

 

Managing Task Templates (0.32)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.
See Video Tutorials for further Tasks videos.
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