Create a task template

Task templates are customisable pre-built tasks that you frequently use. If you are frequently adding the same tasks to your task list, you can save time by using task templates instead of recreating them from scratch. 

For example: If you regularly have to contact patients who haven't provided their claim details, you can create a task template called "Follow up patient claim details" that you can quickly add to patient invoices when needed.

Add a task template

  1. Click Settings > General.

  2. Under Appointment Settings, next to Tasks, click the Icon-Edit.svg edit icon.

    The Appointment Settings section. The "Tasks/To-do lists" option is highlighted.
  3. Click Add a New Task.

  4. Enter the Title for the task and set the Priority.

    A section titled "List of Task Templates"
  5. Click Save.

Your task template is now ready for use. You can add as many task templates as you need.

See the following section for how to use your task template.

Use a task template

If you have already created a task template, you can use it when creating a new task. (Note: You cannot use a preset when editing an existing task.)


GIF: How to use a task template for frequently used tasks

  1. Create a new task.

  2. In the pop-up, click Select from Preset.

  3. In the dropdown that appears below the Title field, select a task template.

  4. The task title and priority are automatically added in the form. Complete the rest of the form to add your task.


Was this article helpful?

Sorry about that! Could you give us some more details?

Select one or more from the dropdown.

Let us know what we can improve.

If you would like our Service team to respond to you, please send a message to

We're sorry to hear that.

Please tell us why.