Create a task
There are two ways to create a task from the navigation bar.
- Do one of the following to open the Add Task window.
- Select Add Task
. - Select Tasks
to open the Task Center, and then select New Task.
- Select Add Task
- (Optional) If you have a task template, select it from the Select template menu.
- (Optional) Select a patient or message to associate with this task from the Add Associated Item menu.

If you have the patient's chart open and select Add Task
, the patient is already associated with the task.
- (Optional) If you've associated a patient, you can associate more items (up to 25).

- Complete the fields and select Create task.
- Select View to see the task details in the Task Center.