Task Type Creation

To be able to create a new type of task, your role must be enabled with ‘Sys Admin—User Task Types’. If you do not have this right enabled, you will need to select from the list of tasks available.

Steps to creating a new task type:
· Open System Administration
· Open User Task Types from the Menu
· Click ‘Add User Task Type’





· In the User Task Type field, enter the type of task you are creating. For example, “Pathology” or “Prosit Trial—Questionnaires”
· In the Subject field, you can enter a more specific heading: e.g. C1 D1 Questionnaires x 3
· In the Details field, enter information needed to complete the task





To make the task visible in the task list, tick the ‘Active’ checkbox:





· Display Sequence relates to the order in which tasks display in the drop-down list. The higher the number, the further down the list the task will display. It’s a good idea to keep less frequently used tasks lower down the list and more frequently used tasks at the top
· ‘Is Patient Task’ should only be checked if the task is to be seen by a patient via a patient portal.
· Default Group—select the group that the task should be visible to. Groups can be created in My Tasks