Show tasks in the calendar Praxis Desk

Display tasks with a due date directly in the calendar — as small chips on the corresponding date.

Where do I find tasks in the calendar?

Open the calendar and click View in the top right. This is where you enable the Show tasks option.

Prerequisites

• You have access to the calendar.

How to

1. Open the calendar.
2. Click View in the top right.
3. Enable the Show tasks option.

Tasks now appear as chips on their due date. The chip color indicates the task's status.

Open a task

Click on a task chip in the calendar. The task detail view appears.

From there you can edit the task or mark it as done. The calendar shows completed tasks accordingly.

Move a task

1. Grab a task chip and drag it onto a different due date to change the due date.
2. Drag the chip onto a practitioner or user column to assign the task to that person.

Note: Drop zones also appear for empty days in the all-day row while dragging.

Common issues

• Task chips are missing: Check that Show tasks is enabled in the view settings.
• "Show tasks" option is missing: The tasks module may not be included in your license.

Benötigte Lizenz

Tasks in the calendar are only available if the Tasks module is included in your license.