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Tasking: Saved Views

This feature is currently in Limited Release to a select group of Members and will be gradually rolled out in the future.

Use Saved Views to create preset filtered and sorted Task Tables you can use to quickly access regularly viewed tasks. This feature removes the need to re-add the same filters and sorting options anytime you require a specific work queue. With Saved views, you’ll be able to simply select the work queue you want to view and immediately see those particular tasks.

Note: Saved Views can only be used by the user who created them. Saved views currently cannot be seen by others or shared.

Create a Saved View

  1. To create a Saved View, apply any combination of the filters and sorting options from the 11 columns of the Task Table. Filters can be applied to save views specific to many roles, including:
    • Front office
    • Back office
    • Clinicians
    • Company administrators
    • Etc.
  2. At the top-right of the screen, click the View drop-down menu, then select New Saved View.
    Note: Filters must be applied to the table first before this option becomes visible.

  3. The Name Saved View pop-up window will appear. Enter a name for the custom Saved View.
    Note: The system will not allow you to save if the name is a duplicate of another Saved View.

  4. Click Apply to save.

Apply a Saved View to the Task Table

  1. To apply a saved view to the Task Table, click the View drop-down menu.
    Note: You can also search for Saved Views, by typing the name in the View field.

  2. Select a Saved View from the drop-down list to apply. The Saved View options are displayed alphabetically.
    Note: The option to delete a Saved View is visible when hovering over a saved view in the drop-down list.

  3. The page will refresh and your preset filters and sorting options will be applied.
    Note: Applying a Saved View will clear out any current filters.
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