My Tasks - Customize View

Path: Netsmart Homecare > My Day

To open this window, click the Customize button at the top of My Tasks section. Here you can set up options for tasks preview and usage:

1. Click the Fields button to specify what fields will be visible in the My Tasks section and select needed fields in the Show Fields Dialog.
   1. Note: Selected fields appear next to the Fields button in the Customize View: My Tasks window.
2. Click the Group By button to set the grouping criteria in the My Tasks section and select the options in the Group By Dialog.
   1. Note: All fields selected in the Group By dialog appear next to the Group By button in the Customize View: My Tasks window.
3. Click the Sort button to set the sorting criteria in the My Tasks section and select the needed options in the Sort By Dialog.
   1. Note: All fields selected in the Sort By dialog appear next to the Sort button in the Customize View: My Tasks window.
4. Click the Filter button to filter tasks displayed in the My Tasks section and select the needed filtering options in the Filter Dialog.
5. Select the Warn me if the task is overdue in X days check box and enter number of days to be warned ahead of time about the tasks that are due within the entered number of days.
   1. These tasks are flagged yellow in the Patient Tasks section.
6. To set the default values, click the Reset View button.