You can create clinic-wide task views for your most common workflows, creating consistency and saving time for your clinic’s users. For example, set filters to create a view for tasks that needs to be started or completed today, for all active critical tasks or for all tasks with a specific category. These saved views are visible for everyone in the task views list under Clinic views. To create personal views, refer to Saving personal task views.
📌Note: You need the Advanced Task Management Settings permission to create clinic-wide views (go to User permissions).
Steps
1. From the main menu, click Settings > Tasks > Saved views. The list of existing saved views appears.
2. To add a new view, click Add. A new entry section appears.
3. Enter the Name of the view.
4. Apply the desired filters. Refer to Filtering and sorting the tasks list.
To apply a filter, click it, then select the desired values. The selected value is added on the right.
To remove a value from the filter, click the x icon next to it.
4. Click Save. The view is added.
5. To edit an existing view:
a) Click the downward arrow to expand it.
b) Edit the Name or Filters Applied, and save your changes.
5. To delete an existing view:
a) Click the downward arrow to expand it.
b) Click the Delete icon, and confirm the deletion. This action is irreversible.
Updated November 14, 2025