support.senta.co/support/solutions/articles/12000042592-task-types
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What different task types are available in Senta?
<p>When creating a Task as part of a <a href="https://support.senta.co/support/solutions/articles/12000019516-changing-or-adding-workflows" rel="noreferrer noopener">Workflow</a>, you can choose from a number of different Task types. Each type has a unique function which add the efficiency of Senta in your practice:</p><p><br></p><p><strong>Manual task</strong> </p><p>This is probably the type of task you'll use most often, and will simply add a task, with the task title and details, to a users' task list. Think of it as a reminder for someone to do something.</p><p><br></p><p><strong>Send email</strong><span><strong> </strong></span></p><p><span>This Task type allows you to create a pre-filled email ready to be sent, complete with any attachments you might want to send. You can use </span><span><a href="https://support.senta.co/support/solutions/articles/12000009157-placeholders-merge-fields" rel="noreferrer noopener">placeholders</a> to auto-fill any information that is held in a field elsewhere in Senta.</span></p><p><br></p><p><span>You can assign the email to be sent by one of your practice users, or if you want it to be sent automatically, by Senta.</span></p><p><br></p><p><strong>Send notification</strong></p><p>This task type will send an automatic notification to someone and they will receive a note in their notification tray (the globe icon on the Navigation bar)</p><p><br></p><p><strong>Fill in a form</strong><span> </span></p><p>This task type presents the user with a form to fill in. You can select from any of the forms you have stored in Senta. For more information on creating forms, please see <a href="https://support.senta.co/support/solutions/articles/12000042435-creating-a-form" rel="noreferrer noopener">this article</a>.</p><p><strong><br></strong></p><p><strong>Upload documents</strong><span><strong> </strong></span></p><p>This task type prompts either your practice user or a client to securely upload documents. The task will be marked as complete as soon as they are uploaded.</p><p><span> </span></p><p><strong>Approval</strong></p><p>This task type allows tasks to be signed off by someone in your practice, meaning they cannot be completed until checked by the assigned user. This can be useful for managing workloads within your practice, or if you have new members of staff who require some oversight of their work.</p><p><br></p><p><br></p><p><br></p>
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What different task types are available in Senta?
<p>When creating a Task as part of a <a href="https://support.senta.co/support/solutions/articles/12000019516-changing-or-adding-workflows" rel="noreferrer noopener">Workflow</a>, you can choose from a number of different Task types. Each type has a unique function which add the efficiency of Senta in your practice:</p><p><br></p><p><strong>Manual task</strong> </p><p>This is probably the type of task you'll use most often, and will simply add a task, with the task title and details, to a users' task list. Think of it as a reminder for someone to do something.</p><p><br></p><p><strong>Send email</strong><span><strong> </strong></span></p><p><span>This Task type allows you to create a pre-filled email ready to be sent, complete with any attachments you might want to send. You can use </span><span><a href="https://support.senta.co/support/solutions/articles/12000009157-placeholders-merge-fields" rel="noreferrer noopener">placeholders</a> to auto-fill any information that is held in a field elsewhere in Senta.</span></p><p><br></p><p><span>You can assign the email to be sent by one of your practice users, or if you want it to be sent automatically, by Senta.</span></p><p><br></p><p><strong>Send notification</strong></p><p>This task type will send an automatic notification to someone and they will receive a note in their notification tray (the globe icon on the Navigation bar)</p><p><br></p><p><strong>Fill in a form</strong><span> </span></p><p>This task type presents the user with a form to fill in. You can select from any of the forms you have stored in Senta. For more information on creating forms, please see <a href="https://support.senta.co/support/solutions/articles/12000042435-creating-a-form" rel="noreferrer noopener">this article</a>.</p><p><strong><br></strong></p><p><strong>Upload documents</strong><span><strong> </strong></span></p><p>This task type prompts either your practice user or a client to securely upload documents. The task will be marked as complete as soon as they are uploaded.</p><p><span> </span></p><p><strong>Approval</strong></p><p>This task type allows tasks to be signed off by someone in your practice, meaning they cannot be completed until checked by the assigned user. This can be useful for managing workloads within your practice, or if you have new members of staff who require some oversight of their work.</p><p><br></p><p><br></p><p><br></p>
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What different task types are available in Senta?
<p>When creating a Task as part of a <a href="https://support.senta.co/support/solutions/articles/12000019516-changing-or-adding-workflows" rel="noreferrer noopener">Workflow</a>, you can choose from a number of different Task types. Each type has a unique function which add the efficiency of Senta in your practice:</p><p><br></p><p><strong>Manual task</strong> </p><p>This is probably the type of task you'll use most often, and will simply add a task, with the task title and details, to a users' task list. Think of it as a reminder for someone to do something.</p><p><br></p><p><strong>Send email</strong><span><strong> </strong></span></p><p><span>This Task type allows you to create a pre-filled email ready to be sent, complete with any attachments you might want to send. You can use </span><span><a href="https://support.senta.co/support/solutions/articles/12000009157-placeholders-merge-fields" rel="noreferrer noopener">placeholders</a> to auto-fill any information that is held in a field elsewhere in Senta.</span></p><p><br></p><p><span>You can assign the email to be sent by one of your practice users, or if you want it to be sent automatically, by Senta.</span></p><p><br></p><p><strong>Send notification</strong></p><p>This task type will send an automatic notification to someone and they will receive a note in their notification tray (the globe icon on the Navigation bar)</p><p><br></p><p><strong>Fill in a form</strong><span> </span></p><p>This task type presents the user with a form to fill in. You can select from any of the forms you have stored in Senta. For more information on creating forms, please see <a href="https://support.senta.co/support/solutions/articles/12000042435-creating-a-form" rel="noreferrer noopener">this article</a>.</p><p><strong><br></strong></p><p><strong>Upload documents</strong><span><strong> </strong></span></p><p>This task type prompts either your practice user or a client to securely upload documents. The task will be marked as complete as soon as they are uploaded.</p><p><span> </span></p><p><strong>Approval</strong></p><p>This task type allows tasks to be signed off by someone in your practice, meaning they cannot be completed until checked by the assigned user. This can be useful for managing workloads within your practice, or if you have new members of staff who require some oversight of their work.</p><p><br></p><p><br></p><p><br></p>
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34- https://support.senta.co
- https://support.senta.co/en/support/solutions/articles/12000009157-what-are-placeholders-field-references-
- https://support.senta.co/en/support/solutions/articles/12000009475-what-are-date-offsets-
- https://support.senta.co/en/support/solutions/articles/12000030397-assigning-work-to-specialists-in-your-practice
- https://support.senta.co/en/support/solutions/articles/12000033107-using-client-contact-roles