What are Tasks?
The Principle Task Manager is where you can create, assign and manage tasks as they relate to patients, your teams or business contacts. These can be one-off, recurring or automated tasks.
For example:
Follow up Alan Butters re extraction of 18 yesterday
Call endodontist Peter Oakley to ask if Kimberly Lee has made an appointment yet.
Call Macono lab to ask for new price list.
You can @mention a patient, team member, and/or business contact on your task so that your staff immediately know the context of the task before attempting it.
You can use Tasks to remind yourself or your staff to write a referral letter, send a doctors certificate, write a treatment plan, schedule a follow-up call, order in equipment, materials or components, or simply schedule a reminder note for yourself.
Why use Tasks?
Tasks are a fool proof way to make sure your important work gets done. Having Tasks live within the Principle ecosystem means you:
no longer have to manually write the same task every time you do a treatment
wonder who has ownership of a task
or ever have to rely on post-it notes.
All your tasks are located within the Tasks Manager where you can view tasks you’ve created, tasks assigned to you and tasks assigned to your team. This gives you ultimate transparency and insurance that your tasks are recorded and being completed.
Priority & Statuses
Your tasks can have priority assigned to them, so assignees know which tasks need to be completed first. High and medium priority tasks are indicated with a coloured band. Red is for a high priority task and yellow for medium priority tasks.
Each task will have a status assigned to it, so you can watch it go from beginning to completion. The statuses are:
Active Tasks:
Active tasks are tasks that have not been completed.
Completed Tasks:
Completed tasks are tasks that have been completed.
Deleted Tasks:
Deleted tasks are tasks that have been archived.
The Three Task Types
One-off Tasks
These are manually created tasks to remind you or your team to do something just one time.
Examples:
Send congratulations flowers to Jennifer and Mark.
Follow up Alan Butters re extraction of 18 yesterday
Call endodontist Peter Oakley to ask if Kimberly Lee has made an appointment yet
Recurring Tasks
These are tasks that need to be repeated (daily, weekly, monthly, yearly). You can create the task once and get reminded to do it at your desired frequency.
Examples:
Do monthly stocktake
Get chair serviced
Run autoclave diagnostics
Auto Generated Tasks
Tasks can be automatically created based on an event or appointment. For example, a task is created after every extraction appointment to do a follow up TLC call.
You can create these tasks as part of the treatment set up in Principle. Attach your marketing, clinical, and general tasks to a treatment so you never miss an opportunity or step. Related tasks to a treatment will always automatically show up when you do that treatment on a patient.
When it's time to complete a task, you'll be notified on the bell icon on the top right corner of your screen. You can access the task at any time on the tasks page on the main menu.
Searching for Tasks
Easily find existing tasks by title, assignee or creator from the search bar in the Tasks page. Start typing and the list will filter down to your search.
Sorting
You can sort tasks by the due date (default), newest, priority, alphabetical order, or date that the task was completed.
Filter
You can select a date range to view tasks in a specific period of time.
You can select from Today, Tomorrow, Yesterday, This Week, Next Week, Last Week.