How to Create a Task Template

Training Updated by Training

This article will explain what Task Templates are, and how they can help manage your tasks, ensuring specific tasks are completed.

Task templates are a great way to design tasks according to your organisation’s processes. You can decide which users or groups should receive the task, and define priorities and due dates.

To create a Task template:

  1. Select Settings > Tasks > Task Templates.

Any templates that are already configured are shown in the list view.

  1. Select Create New Template at the bottom of the page.
  2. Enter the Name of the task. The name of the task is as it will appear in the recipients inbox and should make it clear what action is required.
Use descriptive task names that your team will understand. The name you choose will be visible on their task cards.
  1. Under Task Template Available When, choose from one of the following:
  • Section: should the task only be available for patient documents?
  • Workflow Type: is this used in a document review or from within a discussion?
  • Category: Tasks can be given a category to filter which tasks are shown according to the category of the document review. This is useful for very large organisations that wish to divide their activities by department or speciality.
  1. Choose your Task Type under Task Creation; choose from one of the following:
  • Clinical Action: Sends a Coding Task.
  • Review Action: Sends a Task.
  1. Select Manage Members.
  2. Find the User or Group using User Search that you would like to receive this Task.
  3. Add Users or Groups by selecting them, they will appear under Selection.
  4. Select Confirm.
  5. Under Task Options, choose your Task Category and the Priority of the task, e.g. Low, Normal or High.
  6. Enter the Due In (Days) if there is a specific timeframe this task needs to be completed in. If not, skip this step for it to remain as default.
  7. Under Task Completion, select whether any member can complete it, or if all members must complete it.
  8. Select Create.

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How to Enable Auto Start in a Workflow Template

How to Set the Task Priority in a Task Template

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