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How to Create and Use Views

John Austin Updated by John Austin

This article will show you how you create and use Views.

If you need to view Tasks that have been assigned to a user or group, you can create a View of inboxes to manage tasks to support other teams in response to high workloads due to leave and sickness. this is also key to processing Tasks for leavers from your practice.

Views are created within the Settings area of the system. Access to Settings is role based, you may to speak to your System Administrator to help you with this.

Best practice would be to ensure you have a View for all Doctors, Clinicians and any individuals who receive Tasks. And ALL Groups. This gives good visibility to most key inboxes.

Creating Views

User Inbox

  1. Select Settings.
  2. Select Tasks > Views.
  3. Select Create New View at the bottom of the screen.
  4. Enter a Name for the View (this reflects the inbox to view).
  5. Choose who you want to make the View available to, choices include – User, Group or Everyone. Best practice is to set to Everyone.
  6. The Sent to field is set to Users Inbox, use Select to define the user from the User Search pop up.
  7. Leave the Sorting options as default.
  8. Select Create.

Users Inbox in the Sent to field will show any active Tasks in the user’s inbox that you define in the Select field, INCLUDING any sent to any Groups that user as part of. If you want a View for Tasks sent direct to a user only, follow the steps below.

User View

  1. Select Settings.
  2. Select Tasks > Views.
  3. Select Create New View at the bottom of the screen.
  4. Enter a Name for the View (this reflects the inbox to view).
  5. Choose who you want to make the View available to, choices include – User, Group or Everyone. Best practice is to set to Everyone.
  6. Change the Sent to field to User. After selecting the chosen users inbox to view, this setting offers further filters to select from. Key filters are highlighted here:
    1. Patient Name: Allows filtering by a patient
    2. Section: Filters by data section. Always set to Patients
    3. Status: Filters by Task status. To see active Tasks, set to Active.
    4. Priority, Task Types, Task Names, Created or Actioned by, and date ranges allow further filtering. You can leave these fields blank if the filters are not required.
  7. Once the required filters have been set, select Create.
This view would only display Tasks sent directly to this user, not part of any groups. It’s a convenient way of filtering content between individuals and the groups they are part of. Even the named user can use this as a filter.

Group View

  1. Select Settings.
  2. Select Tasks > Views.
  3. Select Create New View at the bottom of the screen.
  4. Enter a Name for the View (this reflects the inbox to view).
  5. Choose who you want to make the View available to, choices include – User, Group or Everyone. Best practice is to set to Everyone.
  6. Change the Sent to field to Group. After selecting the chosen group inbox to view, this setting offers further filters to select from. Key filters are highlighted here:
    1. Patient Name: Allows filtering by a patient
    2. Section: Filters by data section. Always set to Patients
    3. Status: Filters by Task status. To see active Tasks, set to Active.
    4. Priority, Task Types, Task Names, Created or Actioned by, and date ranges allow further filtering. You can leave these fields blank if the filters are not required.
  7. Once the required filters have been set, select Create.

Copy Templates

Once you have created a template for a User Inbox, User or Group, you can Copy an existing template, saving time and effort.

  1. From the list of Views, select the Action tab.
  2. Choose Copy & Create New View. This creates a new view with only the Name removed.
  3. Change the Name.
  4. Change the Sent To field to suit the requirements of your new View.
  5. Select Create.

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