Task Templates are a way of creating a standardised task for jobs that happen frequently. This means that they can include standard wording, attachments and due dates delays so that this information does not have to be rewritten each time a task is created. They could be actionable items, like check a client's blood test results prior to an appointment or used to record that specific documentation or equipment has been given to a client. Basic task templates can also be created via the Tasks option accessed through the Appointment right-click menu.
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Field |
Description |
|---|---|
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Show Filter Row check |
Tick this to enable the filter row. This allows the task templates records to be searched. This especially useful if the template list is long. |
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Add new row |
Click here to add a new task template row. Fill in the fields as required. |
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Task Name |
Name of the task. |
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Colour |
Assign a colour to the task row. These show up in both the Tasks tab within Client Details and the Tasks Master Report. |
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Filename |
Use the + to add an attachment to the template. Click Open to open and review the attachment. |
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Default Message to send/show |
The message to include in the task. |
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Default Delay before due (Days) |
This automates the due date that defaults in based on the number of days entered from the date created, e.g. if the Default Delay was set to 7 and today's date is 01/01/2013 then a task based on this created today would have a due date of 08/01/2013. |
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Linked records |
Click on a record in the list and click Linked Records to see all the records that are linked to the one selected. |
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