Unassigned Tasks on the Worklist

Unassigned Tasks on the Worklist

Unassigned Tasks on the Worklist

Filter on Worklist for Unassigned Tasks

  • Select the checkbox for Include Unassigned.

  • Select the Hold icon to keep this selected during your current session in your System.

  • If you want to save permanently, select the Save Icon, name the Filter, and choose Save as New. The saved Filter will be on the upper left corner of your screen.

  • The report can be exported to PDF or CSV.

 Unassigned Tasks Visibility on the Left Side Menu  

The Task panel is located on the Left Side Menu and will only appear if you have Worklist Permissions. The Task Categories will only appear if the User has Tasks in that Category.

  • Incl Unassigned is selected by Default.

    • If the checkbox is selected, you will see:

      • Tasks that have not been assigned to a User and

      • The Tasks assigned to you.

  • Navigate to the Worklist by selecting one of the numbers.

InfoIf you check or uncheck Incl Unassigned, it will stay that way until you change it.

 

NotesThe Task Total might be different from the sum of each Category listed in the box. Reasons for difference:

  • A Task may be in two Categories, such as Due and Follow-up.

  • The Task is not Due Soon/Due Now or Follow-up Soon/Follow-up Now per the setup of the Worklist.


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