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For further information please see the Staff Control Panel Tasks Tutorial or Help screen. Please also see the Staff Control Panel Front Help page.
When first logging into Practice Management the first screen to open is the Staff Control Panel. This help page covers the Tasks tab.
For further details please see the Task Browser Post Task.
On this screen it is possible to VIEW TASKS BY:
The tasks assigned to the staff member, the default.
View the tasks for a client.
View the tasks for a specific job for the client.
View the tasks that have been archived.
Left-clicking on the headings (completed, assigned by, client id etc) will sort the list into this order.
Columns on the screen can be defined using the Configure button. For more details then please click here. The information can also be exported to a CSV file.
In the middle of the screen can select a staff members' identifier, to look at those tasks with three different variations:
My tasks - these are the tasks assigned to the user whose identifier is showing (in the above MASTER).
Assigned Tasks - selecting this will show all the tasks MASTER has assigned to other staff members.
Owned Tasks - this shows
all the tasks owned by MASTER. A task originally assigned by MASTER,
to a staff member; this staff member could then re-assign this on
to another staff member. Therefore, MASTER is still the owner of the
original task, but it has been further assigned by some one else.
As the task list grows, all your tasks will not need to be, so restrictions can be placed on:
Outstanding tasks only.
Completed tasks only.
All tasks.
Viewing the outstanding tasks and marking it as complete, this will automatically disappear from the outstanding task list. Selecting the completed list will show the task.
From this screen:
Print a task list (as displayed on the screen) by clicking Print.
Create a new task.
View a task.
Configure the task list
Delete a task, by highlighting the task, and clicking Delete.
To Delete a Task you will need to be the task owner (that is, View the task and make sure that the current login is the same as the one displayed in the Owner field). Also you will need to have full access for the PM Module, in the Staff Group Permissions. Also you will need to have full access for the PM Module, in the Staff Group Permissions. Finally the Task has to have the status `Not Started` in order to be able to delete.
If you are logged in as MASTER then you will be able to delete any task, unless it is private and not owned by MASTER.