Setup
Task Templates
Build reusable checklists of tasks, each due a number of days after a start date and optionally on a role's queue, to apply to patients or other records.
A task template turns a routine, such as intake or discharge, into tasks created together. Open Setup > Task Templates.
Click New Template, name it and add its tasks. For each task set:
- Task: its title.
- Due after (days): days after the start date picked when the template is applied. 0 is the same day.
- Priority.
- Queue: a role whose queue gets the task, or Chosen when applied to leave it to the person applying the template.
Drag tasks to reorder them. Turn on Archived to stop a template from being applied without deleting it. Changing or deleting a template never changes tasks it already created.
Staff apply templates from Tasks or from the patient list; see Tasks. Managing templates needs the Setup: Practice Manage permission.