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For further information please see the Task Browser Quick Guide or Task Browser Tutorial.
Please also see the Beginners Guide for the Task Browser
To access this screen, go to Launch | Tasks in the Staff Control Panel.
Off the Practice Management menu (the PM in the Sys Tray), is the Tasks option. Select this will by default list the outstanding tasks relating to the login.
Tasks are assigned to a staff member, as something for that staff member to do, or a reminder, and tasks can also be linked to the job profile on a client. Tasks can be re-directed to other staff members and a recurrence can be set for tasks that are weekly occurrences. Other staff members' tasks can also be viewed.
For example: Please phone Mr Appleby regarding his books as they have not yet come in.
For details on postings tasks please see the Post Task Help screen.
