Tasks Praxis Desk Kasse
With the tasks module you create and manage tasks for your team. You can link tasks to patients, documents, and other entries, and track progress using statuses and priorities.
Task management
This feature requires the Task management add-on.
Feature overview
- Create tasks: Create new tasks with a title, description, due date, and priority.
- Assign: Assign tasks to team members.
- Link: Connect tasks to patients, documents, invoices, or appointments.
- Track status: Follow progress using configurable statuses (Open, In progress, Done).
- Filter and sort: Find tasks quickly using filters for status, priority, assignee, or tags.
- Customize settings: Configure statuses, tags, and numbering to fit your workflow.
When to use this module
- You want to distribute and track tasks within your team.
- You want to link a task directly to a patient or document.
- You need an overview of open and completed tasks.