Tasks Module Introduction

The Tasks Module is the omnichannel intake module where all incoming medical information communications specific to the project are registered here. The team can easily access all phone calls, emails, chats or external website messages that are linked to the project in one single screen. Below we describe the key information from the user screen. 

  • Task Module: Allows user to access inquiries module.

  • Free Text Search: Allows users to search the inquiries list using free-text keywords.
  • Filters Panel: By clicking the Filters panel, users can access all available filters to refine and adjust the list of tasks.
  • Export: Allows users to export the list of tasks to an Excel file (.csv format) containing the data required for a specific project.
  • New Task: Allows users to create a new task manually.
  • Tasks List:
    • ID - The unique identifier assigned to the created task
    • Title - The name or description that identifies the task
    • Assignee - The user currently assigned to the task
    • Priority - The priority level assigned to the task, indicating its urgency or importance
    • Type - The main category used to classify the task
    • SubType - A more specific classification within the selected task type
    • Status - The current state of the task within its workflow
    • Created - The date the task was created
    • Last Updated - The date the task was last updated
    • Due Date - The date by which the task is expected to be completed
  • Table Pages Navigation: Allows users to navigate through multiple pages of the inquiries table.
  • Tasks Per Page: Allows users to select how many tasks are displayed per page.
  • Table Refresh settings: Allows users to configure automatic table refresh intervals.
  • Refresh Table: Allows users to manually refresh the table to view the most up-to-date data.
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