Create and edit tasks Praxis Desk Kasse

Create new tasks for yourself or your team, and edit existing tasks.

Prerequisites

• You have the Create tasks or Edit tasks permission.

Create a new task

1. Open the Tasks menu item.
2. Click Create task.
3. Fill in the desired fields:

Field	Description	Required
Title	Short description of the task	Yes
Description	Detailed information about the task (text editor)	No
Due date	Deadline for the task	No
Priority	Low, Normal, Medium, High, or Critical	Yes
Status	Current processing status	Yes
Assigned to	Team member the task is assigned to	No
Patient/Customer	Link to a patient or customer	No
Tags	Keywords for categorization	No

4. Click Save.

Note: You can also create tasks directly from the patient record. Click Add task in the tasks widget — the patient is automatically linked.

Link a task to documents

You can link a task to various entries such as doctor's letters, reports, invoices, or appointments. This keeps the connection between the task and its context clear.

1. Open an existing task.
2. Select the desired entry in the Links section.
3. Click Save.

Edit a task

1. Open the Tasks menu item.
2. Click the desired task in the list.
3. Click Edit.
4. Change the desired fields.
5. Click Save.

Duplicate a task

You can copy an existing task to quickly create a similar one.

1. Open the desired task.
2. Click Duplicate.
3. Adjust the fields as needed.
4. Click Save.

Related articles

• Manage tasks
• Configure settings