Set Up Task Status and Type

Task Status:

• Navigate to Practice Configuration -> Look Up -> Task Status
• Click Add New Button to add new Task Status
• Provide Status Name, Status Description and appropriate Category
• Category Type will be New, InProgress
• Hold can be configured under InProgress
• Pending can be configured under New
• Completed and Archived will not show in set up but will show up on Add Task/Manage Task 

Task Type:

• Navigate to Practice Configuration -> Look Up -> Task Type
• Click Add New Button to add new Task Type
• Provide Task Type and Description

Task Template:

• Navigate to Template-> Reminder
• Set up task email content for the Task Assigned and Task Due Reminder
• Task Assigned will send the notification email to the task assigned users
• Task Due Reminder will send the notification email when the task is due to the user and task created user