Tasks — Portal documentation

Access

How a member of staff reaches the screen, and what has to be true for it to open.

Element What it decides Permissions

Navigation Side menu → Tasks. Me:tasks.access

Header

What the band states before anything below it is actionable.

Element What it decides Permissions

Title “Tasks”, with how many are assigned to you. —

Main actions

What belongs to the page rather than to one task.

Element What it decides Permissions

New task Opens the new task. —

Form · New task

What a task needs before it is created.

Field Validations Permissions

Title Required. —

Category Required. One of the categories the organisation has set up. —

Assignee Required. A person or a department. —

Due date Optional. Not in the past. —

Record Optional. The patient or visit the task belongs to. —

Filters

Which tasks the list holds.

Element What it decides Permissions

Assignee To me or all; to me by default, because the queue is personal before it is shared. —

Status Incomplete by default; completed tasks stay a choice away. —

Category The categories the organisation has set up. —

Table

What one task shows in a row.

Element What it decides Permissions

Assigned Who the task is with. —

Task What has to be done. —

Category What kind of work it is. —

Status Incomplete · Completed. —

Due When it has to be done by. —

Overdue Past-due rows take the outstanding colour and sort first. —

Row actions

What can be done to one task.

Element What it decides Permissions

Complete One tap; the row leaves the default view rather than vanishing. —

Reassign To a person or a department. —

Open source Opens the record the task was created from. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.