You can create tasks in several places to streamline your workflow. In this article, we’ll cover the different places you can create a task as well as the information you can store in and link to a task.

To create a task from anywhere in NikoHealth, click the list icon in the top menu. This opens the Tasks page.

Click the blue plus sign in the top right.

Select Add new task to create a new task.

See the Filling out a Task section to find out the information and links you can add to a task.

You can create a task when inside a specific patient profile, order, or invoice. Open up the record you want to create a task for and click the blue plus sign in the top right.

In the example below, the task is being created from inside a patient profile.

Find and click Create Task in the menu.

Some information will auto-fill in your task depending on the record you created it inside. For example, in the example above, your new task will already be linked to the patient.

See the Filling out a Task section to find out the information and links you can add to a task.

Enter a short memorable name for your task. This will help you quickly identify what a task is about. This is a required field.

Enter more information about the task that needs to be completed.

Select from available category options to group your task. The available category selection is customizable by your organization. For more information see the article Manage Task Categories.

Use the dropdown to select the urgency of the task. For more information about priority levels, see the article Task Statuses and Priorities.

This will set a date, and possibly time, that a task should be completed. This is useful for prioritizing tasks and can be used when running task reports to organize tasks. Click to open up a calendar.

Use the top arrows to navigate through the months and select the appropriate date. If there is a specific time that a task needs to be completed, click Select Time at the bottom.

Use the up and down arrows to select the hour and minutes. Click AM at the bottom to change the time to PM.

If you need to complete a task, click Assign to me and your username will automatically fill in.

To assign a task to a team or teammate, start typing the appropriate name in the Team/Teammate field and select them from the dropdown.

You can only assign one team to a task but can assign multiple teammates to a task.

Remove a teammate by clicking the X to the right of their name.

The task will appear in all of the assigned team members' tasks once saved.

You can associate tasks with patients, orders, and invoices. To get started, select the appropriate field and start typing.

For example, if you want to associate a task with the patient Matt Ryan, you would type Matt into the Patient field. Matching patient names will show in the dropdown. Click the appropriate patient name. You can add multiple patients, orders, and invoices by repeating the process.

Remove a link by clicking the X to the right of the item.

If you start a task in a particular patient profile, then the patient name will automatically fill in the Patients field.

The same will happen if you start a task in the orders or invoices section, the respective Orders and Invoices field will be auto-filled along with other associated information. In the example below, the task started inside an order auto-filled with the patient's name and order number.

You can either upload new documents to attach to a task or associate existing patient documents with a task. Documents should be less than 10MB and can be in PDF, JPEG, JPG, TIFF, TIF, and TXT format.

To upload a new document, click the paper and arrow icon to the right of the Documents field.

You can drag and drop a file into the Upload documents window or click Browse file to select a document from your device. When you’re done, click Add to attach the file.

To associate an existing patient document with a task, you must first have selected a patient in the Patients field. Once a patient is selected, click the Documents field. All of the associated documents will show in the dropdown.

To preview a document, click the eye icon to the right.

When you’re ready, click the document you want attached to the task.

You can upload and associate multiple documents with a task. To remove a document, click the X next to the document name.

When you’re done entering the task information, click Save in the bottom right.