Tasks can be created to remind PracSuite users of both administrative and clinical tasks, either in relation to a patient or for general office tasks.

To set up the tasks, navigate to Settings > General > Task Types on the main menu.

Here, you can manage the task types and categorise tasks. The Edit button allows new custom tasks to be added and removed. The default status of a new task is also editable.

The edit button opens a new set of tools where tasks can be added. Clicking the Add button creates a new, custom task which is named Example Task.

Adjust the task order by dragging the vertical lines, or delete it by clicking the trashcan icon.

Click Save to ensure your new tasks have successfully been created.

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