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Task Widget

Use the Task widget to assign, prioritize, and track essential office functions that don't appear on your patient appointment schedule.

How to Get Here

Widget Library Ribbon Bar > Tasks > Dashboard or Application widget.

Use This Feature

Choose Which Tasks to View - Click Settings to select which tasks to include in the list.

View & Adjust Task List - Adjust the task list view to suit your needs.

Create a New Task - Right-click anywhere in the Tasks widget, and select New. You can then complete the task details, described below.

Edit a Task - Right-click the task you want to work with, and select Edit , or double-click the task. You can then change the details, described below.

Task Details - Create a new task, or choose to edit a task, then complete the details.

Save a task - Click Ok to save the changes to the task.

Delete a task - Right-click the task you want to remove, and select Delete (or, press the Delete key on your keyboard). If the task is set to recur, you have the choice of deleting only the current task, or completely removing this and all future occurrences of the task.

Respond to task reminder - When a scheduled task reminder pops onto your screen, you have the opportunity to work with the task then, flag the task as complete, dismiss further notices, or set a "snooze" timer for future notification. See "Manage Task Reminders" for details.

Search tasks - Click the Search icon in the widget tool panel, then type a key word or words to quickly locate the text you need. To clear your current search, click the X in the search text box.

Widget Panel Options - Depending on your device and panel format, you can expand and minimize widget panels, move the widget location on your screen, float them in their own windows, refresh and print data, and close the widget when you no longer need it. See Application widgets or Your Dashboard for details about using these features.

Print Task List From Widget - Open Tasks as a Dashboard widget, and expand the panel. Click Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge" for details.)

Notice!

Print Upcoming & Over Due Tasks Report - Run an Upcoming and Over Due Tasks report to obtain a list of items from your Tasks widget that will be due within a certain number of days, and/or that are already past due by a certain number of days or more. You can include tasks assigned to one or more specific employees, or all employees, and include tasks created by one or more specific employees, or all employees. See "Upcoming and Over Due Tasks Report" for details.

New Task workflow activity - Use the New Task workflow activity to automatically add a new entry to your Task widget whenever the activity is triggered by a workflow. Note that a link to the patient folder will be included with the task description.See "Set Up Workflows" for details.

Workflow time triggers option - Use the workflow Time Triggers editor to create your own triggers that you can schedule to activate workflow events on specific days and times, for a specific operator. Note that if the operator is not logged into Edge when the trigger is scheduled, it will be activated the next time the operator logs in.See "Set Up Workflow Time Triggers" for details.

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Remote SupportEmail SupportNew Customer Care │ Online Help Ver. 8/3/2015