Why Use This Function:

Setting Up Task Statuses is the process of defining and configuring the different progress stages that a Task can move through within the Task process at the Practice. This helps you create and customise statuses that make it easier to organise, track, and manage workflow, while also ensuring accountability for each Task.

By creating accurate and meaningful Task Statuses, the Practice is able to standardise communication, streamline follow-ups, and maintain a clear audit trail of actions taken. Proper setup of Task Statuses ensures that all staff members understand the lifecycle of a Task and can efficiently manage administrative, clinical, and operational responsibilities.

?Please Note: Task Statuses are set up per Entity so that each Entity can maintain its own customised workflow, ensuring that the statuses displayed are relevant to that Entity’s operational processes.


  • This user manual will start on the Settings screen, User Settings tab.


  • Click on the Entity Settings tab.

    • The Entity Settings tab will open.


  • Click on the Task Statuses panel.


    • The Task Statuses panel will expand.

  • Click on the + Add button.

    • A new editable Task Status will now be available.

  • Click on the Column Name field to enter the desired name for the Task Status column.
 
  • Click on the Default Expanded checkbox to determine whether the column will be expanded by default, or remain collapsed when not ticked.



  • Click on the Add Another Task Status button to add more Task Status columns. 



  • Click on the Disable this Status button to disable the corresponding Task Status column.

    • An Attention! pop-up will appear, to warn you that removing this column will move any Tasks currently in this column to the New column.



  • Click on the Enable this Status button to reactivate a previously disabled Task Status column.

    • An Attention! pop-up will appear, to ask if you wish to enable this Task Status. 


  • Click on the Save button to finalise any changes made.


  • The newly created Task Status columns will now display on the Task List screen.


Last modified: Wednesday, 21 January 2026, 11:32 AM