Creating a Task in the Work Queue

Any user may send a task request to any other user(s). The assignee is the user to whom a task has been assigned, and the requester is the user who creates a task.

The requester may assign a task to himself, making the requester and the assignee the same person.

Tasks can be created from the My Dashboard Work Queue, the Work Queue area within the Content Manager, or the Content Editor.

To create a task, complete the following steps:

1. Open the New Task screen in one of three ways:
   • Click My Dashboard from the Main Menu of the AuthorSpace main screen. The Dashboard Home screen displays the Calendar pane and Work Queue pane. Click New Task in the Work Queue pane at the bottom of the screen.
   • Open the Content Manager by selecting the content from the content list and clicking Manage. Click the Add button under the Work Queue area.
   • For an item in the Content Editor, click the Edit button to open the Workspace Editor and select the Tasks tab.
2. In the New Task screen, complete the following fields/areas and click Save:
   • Subject
   • Content Object: Browse to the content (order set or plan of care) associated with the task to add a hyperlink to it. A requester may link content to a task only if the requester has appropriate permission to that content.
   • Content Item: This area is populated with the information from the selected line item when a task is created from within the Content Editor.
   • Start Date: Free text the date or use the calendar to select a date showing when the task is started.
   • Status: Set to Not Started, In Progress, Complete, Delegated, Deferred, or Canceled.
   • Due Date: Free text the date or use the calendar to select a due date for the task.
   • Priority: Select Low, Normal, or High.
   • To: The name of the user who created the task (task creator) is filled in by default. To change this name and to specify an assignee, click the To button to open the Select E-mail Screen where you select an assignee or multiple assignees.
   • Requested By: The name of the task creator is filled in by default.
   • Delegate: Click the Delegate button to select the name of the task delegate in the Select E-mail Screen. The delegate is the user to whom a task will be forwarded using the Forward All Tasks feature. See Forwarding Tasks in the Work Queue.
   • CC: Add the e-mail addresses for those who should receive a courtesy copy of all task status changes. Type the address or click the CC button and make a selection from the Select E-mail Screen.
   • E-mail Notification Options: Choose to e-mail the assignee/delegate when the task has been edited, and/or choose to e-mail the requester when the task status changes. The assignees will be able to click on a link in the system-generated e-mail to view their tasks.
   • Reminder: E-mail a reminder notice 1-10 days before or after the task due date. A reminder is sent to the assignee, requester, and delegate. Reminders are updated when the task is edited. If the task is completed or deleted before the reminder is scheduled, the reminder will not be sent. Reminders are not sent to those in the CC field.
     The task is created and placed in the Work Queue(s) of the requester and the assignee, the task is displayed in the Work Queue for the associated content if applicable, and the appropriate e-mail notifications are sent.

Tasks associated with content (order sets or plans of care) can be viewed in the Work Queue area of the Content Manager.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014