Add an Appointment to A Worklist

Add an Appointment to A Worklist

Add an Appointment to a Worklist from the Calendar

  1. Select the Appointment on the Calendar.

  1. Choose the To Worklist button.

      

  1. Subject: Defaults as "Exported from Appointment xxxxx"

  2. Worklist: Select the Worklist where you want the Task to go.

  3. Complete the applicable fields.

  4. Info that is defaulted from the Appointment.

  5. Enter a note in the Notes field

  6. Select the Add Note button to move to the window below.

  7. Select Save [F2].