Task Display
How to select which type of tasks to display in a tab in Task List e.g. Referral or Contact tasks for your specialism.
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).
Updated: 10 February 2026
