How to select which type of tasks to display in a tab in Task List e.g. Referral or Contact tasks for your specialism
Please note: settings such as Task type display filters are set on a tab by tab basis. So you will need to choose a the relevant task types for each tab you are using e.g. Referrals, Contacts etc
From the relevant tab within Task List:
Click the ‘Options‘ drop-down menu (top of the screen)
Select ‘Task Display‘
Go to the ‘Task Types‘ section (bottom right)
To add a Task Type select it in the Task Types section. Scroll down the list or use the Find search box to locate
Your selected Task Types will now show in the Chosen Task Types section on the right
Click ‘Save‘
Click ‘OK‘
Your Task List tab will now be filtered to display your chosen task type(s)
