Last review date 03/02/2023

On the 'Communications' templates and others you will find the option to send a task. In this example it is set to send to a group called 'Administration'.  

If you do not have this group setup in your practice you will see this message and if you click 'Ok' you can continue to send a task regardless and select the correct group manually. As the template will be in use at many practices we cannot normally amend this task group. 

Creating a Task Group

You can create a task group in your practice by going to your task inbox then;

Select 'Settings > User Groups > New Group'  and call it 'Administration'

Depending on your practice requirements, you can the either use this group or setup a task rule to forward anything to another group. 

Creating a Task Rule

You can create a task rules in your practice by going to your task inbox then;

Select 'Settings >Rules > New Rule' and set it to something similar to the example below but selecting your desired user group to assign to.