Table of Contents

Managing Tasks

Kevin Wall Updated by Kevin Wall

This article will describe how to manage tasks in the system.

Task Inbox

The Task inbox includes any Discussions and Notifications relevant to you, for example, Deleted documents notifications if you are the Privacy Officer. Each Task is shown as a task card showing the the task Type, document Description, patient information and the status, priority and due dates that may have been set.

Any instruction text that has been added is shown once the task card has been selected.

To access your Task Inbox:

  1. Select Tasks icon on the notification or navigation bar.
  2. Select your Task inbox.

The tasks displayed in your inbox have been sent to you directly, or to a group that you are part of. These are denoted by a green G, and the name of the group in the Task.

  1. Select the Actions menu from the column on the right.

This includes any Quick Steps, Tasks and Comments that have been configured in your system. You can mark any configured items in these lists as favourites, which will display in your Task screen.

Mark Items as a Favourite

This system allows different users to set favourites so that they can easily see the Quick Steps, Tasks and Comments that are most useful to their specific role. For example, an admin user might choose to set a favourite for a comment 'Appointment Booked' that they use frequently but choose not to see 'Coding Complete'. A clinical user might choose to favourite the task 'Book appointment with me', but not to see 'Letter Sent'. A coder might choose to favourite the quickstep 'Code Myself', but not to see the comment 'Patient Informed'.

To mark a Quick Step, Task or Comment as a favourite you need to:

  1. Select Task from the navigation menu.
  2. Select the label for the Quick Step, Task or Comment.

By default all Quick Steps, Tasks, and Comments are unfavourited.

  1. Mark any items that you will use regularly by selecting the star icon next to each entry. You can select as many or as few options as you like.
For Quick Steps, the chevron can be used to expand the section to view the steps that are included in the select Quick Step.
  1. Select Cancel or select the screen around the pop up window to close it. This returns you to the Tasks page.

Your favourites now show as shortcuts in the Actions panel.

You can repeat these steps to add and remove favourites at any time.

The favourites are individual to each user and do not affect others screen layouts. If you'd like to add a Quick Step, Task or Comment that isn't on the list, speak to your Docman System Administrator. Alternatively, you can see more details here.

Task Views

Some views are available as standard from within Tasks and they are:

  • My Discussions
  • My Notifications
  • Quick Filter is available if you want to create an 'on the fly' view, especially if the filter you require has not been defined in your system.
  • My Recent Tasks stores the last 20 tasks you have completed and the list is ordered by the date and time you completed the task with the most recent task shown at the top of the list.
  • Search All Tasks allows you to search all Tasks, particularly useful if you want to review completed tasks by a group, or specific user. Many filters are available to aid your search.

Other Views can be created and configured to suit your processes. If you do not have a View available to you, speak to your System administrator who will be able to create one for you.

How did we do?

How to define a Quick Filter in Task Views

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