How to Create a Task in DentalWriter Plus+

Follow a step-by-step guide to create tasks in DentalWriter Plus+.

First, click the + icon next to TASKS on the DentalWriter Plus+ header. It will open a NEW TASK window.

Once the NEW TASK window is open click the drop-down menu to choose a task title.

If you'd like to add recurring task titles, click the document icon. From there you can add and save the task titles you will use regularly.

Once you've set the title you can then assign the task to a team member.

You can also add a due date and time for the task by clicking on the calendar and clock icons.

After the date and time have been set you can assign the patient(s) and/or contact(s) you'd like to be associated with the task. 

Once those have been assigned, the next step is to add a description of the task you want to be completed.

After that has been filled out you can change the Privacy, Status, and Priority of the task in the "More Fields" drop-down menu. 

 You can also add a checklist if there are multiple steps to the tasks by clicking the "+ Add Item" icon.

Once the checklist has been completed you are ready to finalize your Task. Click CREATE and the task will be saved.

Lastly, you can check your tasks and their status by clicking the TASKS Icon on the top header of Dental Writer Plus+.