My Task List

The Contents Paneof the Home window of MaximEyes® SQL displays the Tasks owned by the logged-in User in the My Task List tab. By default, Today's Tasks and Overdue Tasks display.

• My Task List tab
  
  
  • Filter By
  • Create new Patient Task
  • Create new Other Task
• Show Overdue Tasks
• Task information
• Edit Task
• Delete Task
• Related topics

My Task List tab

From the My Task List tab, the user can:

• Select the filter by which the Tasks display (for example, Show All, Last Week, etc.)
• Create a New Patient Task or New Other Task.
• Select to show or hide Overdue Tasks.
• Edit a Task.
• Delete a Task.

Note: When a Patient Record or Patient Encounter is displayed, the Tasks for that patient display in the Task Manager bar located in the Status Bar at the bottom of the Contents pane. For more information on Task Manager Bar, click here.

Hover the cursor over any of the fields of a Task to display the following information about the Task:

• Task name and Note (if any).
• Patient Name (if a Patient Task).
• Due Date
• Status
• Owner

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Filter By

1. Select from the drop-down list the timeframe in which to filter the displayed Tasks.
2. The list updates to display Tasks for the selected timeframe.
   
   
   
   

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Create new Patient Task

1. From the drop-down list, select New Patient Task.
   
   
   
   
2. Click the Create New Task icon. The New Patient Task popup displays.
   
   
   
3. Make selections as desired. Required fields are marked with a red asterisk. *
   
   
   • To save the Task and continue adding Tasks, click the Save & Continue button.
   • To save the Task and close the popup, click the Save & Close button.
   • To close the popup without adding a Task, click the Close button.
4. Depending on the Priority selected, the new Task displays in the My Task List tab. (It may also display in the Task Manager window.)

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Create new Other Task

1. From the drop-down list, select New Other Task.
   
   
   
   
2. Click the Create New Task icon. The New Patient Task popup displays.
   
   
   
3. Make selections as desired. Required fields are marked with a red asterisk. *
   
   
   • To save the Task and continue adding Tasks, click the Save & Continue button.
   • To save the Task and close the popup, click the Save & Close button.
   • To close the popup without adding a Task, click the Close button.
4. Depending on the Priority selected, the new Task displays in the My Task List tab. (It may also display in the Task Manager window.)

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Show Overdue Tasks

By default, Overdue Tasks display in the My Task List tab. To hide Overdue Tasks:

1. De-select Show Overdue Tasks.
2. The list updates to display only those Tasks that are not overdue.
3. To re-display (unhide) Overdue Tasks, select Show Overdue Tasks.

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Task information

The following information is displayed for each Task:

• Priority: Tasks display sorted by Priority level, with any overdue Tasks within a Priority level displayed above those Tasks that are not overdue.
  
  In other words, an overdue Task with a Priority of Highest will display above a Task that is not overdue that also has a Priority of Highest. (See the top two Tasks in the screen shot above.)
• Task: Name, followed by the first several characters of the Note, if one has been entered for the Task.
• Status: Cancelled, Completed, Deferred, In Progress or Not Started.
• Time Elapsed: This field starts ticking from the time a new Task gets assigned to a user and then stops the moment an update occurs on that Task. The ticking resumes again for the updated Task.

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Edit Task

1. For the Task you wish to edit, click the Edit button in that row. The Edit Patient Task popup displays.
   
   
   • Fields with a Down arrow icon next to them can be edited.
   • Make changes as desired.
   • To save changes and close the popup, click the Save & Close button.
   • To close the popup without saving changes, click the Cancel button.
   
   
   
   
2. To edit all Task Details, including the Task Due Date and/or to add/edit Notes for the task, click the Edit button at the far right of the Task row. The Edit Task Details popup displays.
   
   
   
   
3. Make changes as desired.
   
   
   • To save changes and close the popup, click the OK button.
   • To close the popup without saving changes, click the Cancel button.
   • If a Note is added to the Task, the first several characters of the Note display next to the Task Name in the Edit Patient Task popup.
   
   
   
   Note: To save changes made to the Edit Task Details popup, you must also save changes to the Edit Patient Task popup by clicking the Save & Close button on the Edit Patient Task popup.
   
   
4. When a Note is added and saved to a Task, the first several characters of the Note display next to the Task Name in the My Task List tab.
   
   

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Delete Task

1. Click the Delete icon in the row of the Task you wish to delete.
2. Click Yes to confirm the deletion. Click No to cancel the deletion.
3. The My Task List tab updates to display accordingly.

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Related topics

• Task Manager
• Task Manager Bar

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