Task Browser

For further information please see the Task Browser Tutorial or Task Browser Help screen. For further information on posting a new task then please see the Post Task Help screen.

Off the Practice Management menu (from the PM in the bottom right hand corner of the screen), is the Tasks option. Selecting this will, by default, show the outstanding tasks relating to the log in.

Creating a New Task

For further details please see the Task Browser Post Task.

Viewing tasks in a specific order

On this screen 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• View the tasks that have been archived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 click on the headings, (completed, assigned by, client id etc), it will sort the list into this order.

Configure & Export

Columns can be configured to suit and information be exported into a CSV file.

Selecting tasks for specific staff members

In the middle of the screen select the staff members identifier, whose tasks will be shown, 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.

Showing all, completed, or only outstanding tasks

As the task list grows the tasks that are completed will not appear on the list but this can be changed to one of three settings:

• Outstanding tasks only.

• Completed tasks only.

• All tasks.

• If viewing the outstanding tasks, and mark one of them as complete, this will automatically disappear from the outstanding task list. Select the completed/all tasks list will show the task again.

Maintaining tasks

From this screen it is possible to:

• 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 (i.e. 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.