Practice Management Support

Create a Task List Template in Practice Management

  • An Administrator account or a role that has permission to work with Tracker Templates.
  • A Tracker Task Template.
  1. Select
    Tools
    ,
    Manage Trackers
    , then
    Manage Tracker Task Templates
    .
  2. Select
    New
    , then
    Task List Template
    .
  3. Select
    Add.
  4. Choose a Task Template or New Task Template.
  5. Select a Task Template in the list.
  6. Use the
    Up
     and
    Down
     buttons to change the order in which it's shown.
  7. Select
    OK
    .

This article applies to:

  • Product: Digita Practice Management