Allow admin staff to see/share Task list. Allow tasks to be assigned to different users.
A
Alastair Dall
We would like our task lists to be shared by pur admin staff. For example, if I was to create a task such as ordering an item or creating a referral letter, I would like to be able to assign that to a particualr team member or my admin staff, rather than myself.
Autopilot
Merged in a post:
Admin team to be able to access and action Consultant tasks
K
Karen Holmes
The consultant won't be carrying out his own admin after each clinic so all his admin team need to be able to access his task list and action items
Mo from Heidi
Merged in a post:
Task Assignment and Priorities
K
Kaleena van den Born
I would like to be able to assign tasks to my admin team members to action. Ie. initiate a referral to another provider or send xrays, cbct to another provider.
I also want to set task priorities. ie. ASAP, normal, hold/pending
Tom
Hello Kaleena van den Born! I have a few more questions for you:
- What specific features would you like to see in the task assignment interface to make it more user-friendly for your admin team?
- How do you currently prioritize tasks, and what improvements would you like to see in the priority setting feature?
- Are there any specific integrations or tools you currently use that you would like this task management feature to connect with?
M
Mike Henley
And me, this is vital, I'm having to screenshot the tasks lists at the moment which 1. is bonkers, 2. Means they cannot easily click through, 3. They cannot clear them which is leading to clutter and increasing risk of missed task/action. Cheers!
Phil from Heidi
Merged in a post:
Forward Tasks to my Team members
C
Colin Brown
Tasks list is great- good safety backstop- but often the task is to make an appointment or other admin task- so really important to be able to send to my Nurse or admin team, who all have their own plan in the Teams account