To customise your tasks toolbar and task counts in EMIS Web’s Workflow Manager, follow these straightforward steps:
Access Workflow Manager Configuration
Begin by opening the EMIS Web, navigate to the menu bar, select Workflow and click on Workflow Manager. To bring up the configuration settings, click Config on the ribbon.
Configure Tasks Toolbar & Counts
Within the Workflow Manager Configuration screen:
- In the User Options section, click on Tasks toolbar settings.
- In the Available task counts pane, select a task count you wish to display and click the green arrow icon to move it to the Selected task counts pane.
- To rearrange or remove task counts, use the green arrows for rearrangement or selection transfer.
- Task counts that register zero will not appear in the toolbar even if selected.
- Review your selections and click OK to save your settings.
"Customising task toolbars and counts can significantly enhance your workflow management by reducing unnecessary clutter and focusing on priority tasks."
Manage Your Task View
By effectively managing your tasks through customisation, you save valuable time and avoid missed critical tasks. Customising your Toolbar and Task Counts is essential for efficiently handling workflows within the NHS primary care environment.
This configuration can be particularly beneficial during peak times, allowing you to immediately access the most relevant and urgent tasks without delay.
