You can create categories and templates for your tasks to help you organize and track them more efficiently.
Task categories allow you to group related tasks into logical classifications (such as “Appointments”, "Labs" or “Recalls”). You can use them to filter, sort, and prioritize tasks based on their type.
Task templates are preconfigured tasks that include standard information, such as instructions, assignees or due dates. You can select from available templates when creating a task, eliminating manual entry and ensuring that important information is consistently included. Templates can also be configured as quick tasks to allow you to create tasks from patient documents in fewer clicks.
Templates are associated with a category, or can remain Uncategorized.
📌Note: You need the Advanced Task Management Settings permission to create categories or templates (go to User permissions).
Steps
1. From the main menu, click Settings > Tasks > Templates. Existing categories and their associated templates appear. The Uncategorized section is there by default.
📌 Note: By default, all categories and templates are visible. To view only Active or Archived items, click All and select the desired status from the list.
2. To add a category:
a) Click Add > Category.
b) In the field that appears, enter the name of the category, then click Save.
3. To add a template, you have two options:
a) Expand the desired category, then click + Template.
b) Click Add > Template.
4. In the New template panel on the right, enter the desired information using the following table as reference.
📌 Note: Only the Name and Start In date are required. All information can be changed when users create or edit tasks.
Field | Description |
Name | Give a name to your template. When adding a task, you can search for templates by name. |
Task Category | If you added the template from a category, the category is automatically selected.
Select or change the category. Leave this field blank for this template to appear under the Uncategorized section. |
Summary | Enter a description for the task. You can include standard instructions based on your workflows. |
Priority | Choose the default priority for this task. |
Dates | 📌 Note: If the dates are different for each priority level, disable the Same for all priorities toggle. Otherwise, select dates that apply for all priority levels.
In the Start In field, set how long after its creation the task should be started. This will determine the Start By date in the task.
If you also want to set a due date for the task, in the Due After field, set how long after the Start by date the task should be completed. This will determine the Due Date in the task.
💡Tip: Select 0 day(s) for an immediate start date or a same-day due date. |
Location | Select a location from the list. |
Assignee | Select a default assignee from the list.
📌 Note: Only users who have the Tasks: Add or view tasks permission appear in the list. |
Quick task | Enable this toggle to make this template available when adding quick tasks from documents. Refer to Adding tasks.
If you want to add the task with a single click, select Instantly create and save the task without seeing the draft. When you use this instant quick task, the new task window doesn’t open and the task is automatically added with the information from the template. |
5. Click Save. Your template is added under the selected category.
6. To edit or archive a category, expand the category, and click the Edit icon or Archive icon.
📌 Note: If you archive a category, all associated templates are also archived.
7. To edit a template, expand the category, and click the template in the list.
📌Note: You can reactivate archived categories and their associated templates. To view archived categories, select All or Archived next to the Add button. Expand the archived category and click the Restore icon.
Updated November 14, 2025