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How to create, assign and manage Dentally Tasks
How to create, assign and manage Dentally Tasks

Let's take a look at accessing and creating tasks, and task notifications in Dentally.

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

Dentally's Tasks allows you to create, assign and keep track of your tasks for you, your team and your practice to ensure that no tasks are ever forgotten.

Accessing your Task list

Click on the Tasks icon on the Dentally toolbar to access your task list.

Once on this screen, you can use the filters on the left to help narrow down your task list. You can filter on;

  • The date range of which tasks are due between

  • The person who the tasks are assigned to

  • Are you looking for completed or not completed tasks

  • Display subtasks

task list

In the main window, you will see

  • task name

  • notes

  • status indicators

  • patient details

  • the person the tasks is assigned to

  • task due date

  • more details link

How to add a new task

To add a new task click on +Add Task button.
โ€‹Example GIF below ๐Ÿ‘‡ or scroll down for step-by-step instructions.

Step-by-step instructions

  • Click +Add Task

  • Enter the task name

  • The person who will be completing the task - the assignee

    • For Multisite practices using tasks please note that at the moment, you can only task users at their default user location, providing that your user has access to that location.

  • The date the task must be completed by - the due date

  • If the task is about a particular patient, the patient name.ย 

  • Is the task a priority task? Priority tasks have a red exclamation marker in the status line.

  • Is the task public or private? If public, anyone can see the task. If private, only the person assigned to complete the task will see it.

  • Is the task to be completed once only, or does it need to be completed regularly? If more than once, select the interval for the repeat. A weekly task repeats weekly, every 1 week. A monthly task repeats monthly, every 1 month. ย If you need to select a different time period, use the option periodically and select the number of days, weeks or months. Periodical tasks allow you to assign a period for the task to be repeated once it has been completed. For example, once a task has been completed, whenever that it, it then needs to be done 2 weeks later.

  • Add notes if you need to explain more to the assignee about what they need to do to complete this task. See also Subtasks below

  • Save the task.ย 

Once saved, the task appears in the task report list.

Task Notification features

You will be able to clearly see your task notifications against the relevant task icons/tabs within Dentally. Notification will appear when the following criteria has been met;

  • When another user assigns you a task a notification will appear in the notification list behind the ๐Ÿ”” icon

  • For tasks assigned to you that have a due date set within 1 day of the current day or is past due, a notification counter will appear against the task list icon on the toolbar to track your outstanding tasks.

  • Lastly, for tasks associated with a specific patient with a due date set within 1 day of the current day or is past due a notification counter will show against the patients Task tab on their patient record.

Additional guidance


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