Repeating Task Lists

Repeating Task lists are automatically generated checklists that can be used to mark off tasks you repeatedly perform.
For example:
- Daily procedure set-ups.
- Weekly tasks for stocking supplies.
- Monthly tasks for equipment maintenance.

As you complete tasks, mark them Done to clear them from the list. They will automatically re-generate under the corresponding Date tab, and according to the Date Type setting (Day, Week, Month). 

Lists and tasks can be nested inside other repeating task lists, much the folder/file concept. Nested task lists automatically generate according to the main date and date type. 

Set Up a Repeating Task List
1.  To generate the task list starting today, click the Repeating (setup) tab first. To nest a list, highlight an existing repeating list first. 
2.  Click Add TaskList.
3.  Enter the task list name as the Description. (e.g. Equipment Maintenance)
4.  If the list is to be generated on a future date, enter it in the Date field (mm/dd/yyyy).  This field is disabled when a list is nested or when created under the Repeating tab.
5.  Select a Date Type to specify how often the task list should be generated, and which Date tab it will appear under.

Set Up a Repeating Task
1. To generate the list starting today, click the Repeating (setup) tab first.  To nest a task under an existing repeating list, highlight the existing list first. 
2. Click Add Task.
3. Enter the task description (e.g. Confirm patients). 
4. If the task it is to be generated on a future date, enter it in the Date field (mm/dd/yyyy).  This field is disabled when a task is nested, or created under the Repeating tab.
5. If needed, select a Date Type to specify how often the task should be generated, and which Date tab it will appear under.
6. Click OK.

Date Tabs
Under each date tab is a clickable calendar.  Use the calendar to quickly switch to different months/days and see associated tasks.

Repeating task lists and tasks are not to be used like a calendar to remind you of tasks to be done on a specific date.  If you want to create a reminder for a specific date, make a note in the Appointments module. You cannot subscribe to repeating task lists.