Skip to main content
You can attach follow-up tasks directly to incoming or outgoing faxes, making it simple to track next steps right from your fax list. Tasks created this way are pre-filled with the fax (and patient, when available) so you don’t have to re-enter context.

​
Open the Tasks for a Fax

On the Faxing page, each fax row has a Manage Tasks button:
  • A red dot means the fax has incomplete tasks.
  • A green dot means its tasks are complete.
  • No dot means there are no associated tasks.
Click Manage Tasks to open the View Tasks for Fax drawer. From here you can:
  • View details — expand a row to see the task type and description
  • Edit a task with the pencil icon
  • Delete a task with the trash icon
  • Update status — mark a task Not Started, In Progress, Done, Blocked, or Archived

​
Create a New Task

Click New Task in the drawer. Give the task a title, then set its priority, due date, and type. For the assignee, choose whether to Assign to an Individual User (select an Assignee) or Assign to a Group (select an Assignee Group) — group-assigned tasks can be claimed by any member of the group. The task is automatically associated with the current fax. Click Create once the required fields are filled.

​
View from the Tasks Page

Go to the Tasks page and use the My Tasks tab to see tasks assigned to you, or Assigned by me to see tasks you assigned to others. A column shows the linked fax for each task; click it to open the fax document.

​
FAQ

No — you create a fax-linked task from the Faxing page. From the Tasks page you can view and manage tasks that are already linked to faxes, but not attach a new fax to a task.