In the Manage module, at the top, click the Tasks button.
This list can be used for daily, weekly, or monthly check off lists, tickler lists, appointment lists, patient lists, and many other similar types of lists. A task list can have any number of nested task lists or tasks within it, much lick the folder/file concept that everyone is familiar with. There are ordinary task lists which show in the Main tab. There are also Repeating task lists which are like templates for the daily, weekly, and monthly tasks.
Add a task list or right click and edit properties:
If you enter a date or a date type, then this task list will show in one of the three dated lists. It is recommended to not enter a date if your task list is in the main tab. If you set the object type to Patient, then this task list will be available in the Account module at the lower right on the button that says, "To Task List". If you set the object type to Appointment, then this task list will be available in the Appointment Edit window at the lower right on the button that says, "To Task List".
In the main tasks window, click Add a Task, or right click a task and Edit Properties.
Every task is either incomplete or complete. You can manually check the box at the top, or you can simply single click on the task in the main tasks window to toggle the complete status. As with the task lists, be sure not to enter a date or type unless you really want it to show in one of the specialized dated tabs. The object type in a task has a very different purpose than the object type in a task list. Here, it attaches a specific patient or appointment to the task. You can change which patient or appointment by using the Change button. Or, clicking the Go To button will take you to that patient or appointment.
The repeating tab is a special place to store task lists and tasks which are considered to be templates. They will be duplicated many times in one of the three dated tabs. Only the parent task list can have a date and date type. All child task lists and tasks are to be left without a date and they will be copied over because they are children of the dated repeating task list.
When you are in the main Tasks window, you can also right click on tasks and task lists to perform certain actions like cut-copy-paste and edit properties. One more option is Go To which works the same as the Go To button inside a task. It is only available if the task is attached to a patient or an appointment.
For some kinds of tasks it makes sense to mark them complete and leave them in place. For other kinds, it makes more sense to just delete the task when done with it. You would want to make good notes in the patient chart or commlog in a situation like that.
Tasks are sorted in the list according to the date and time they were entered. This time is not currently visible to the user, but it does keep the lists orderly. Users will have more control over sorting in later versions.