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VP To Do Task List

Use your VP To Do task list to assign, prioritize, and track essential office functions that don't appear on your patient appointment schedule. Anyone with a ViewPoint User Account can access and use VP To Do.

How to Get Here

Automatic - (Optional.) If the Hide VP ToDo on Startup option is disabled, as described below, your list of tasks due today or in the past will open automatically whenever you log into ViewPoint.

ViewPoint Toolbar - VP To Do.

ViewPoint Shortcut Menu - Add-In > VP To Do. (Or, press Alt+D on your keyboard to open the Add-In menu options.)

Use This Feature

Enable / Disable Hide on Startup Option - Enable / disable the Hide VP To Do on Startup option at the top of the window to toggle whether your task list appears automatically whenever you log into ViewPoint. If this option is enabled, you will need to open your task list manually from either the ViewPoint toolbar or shortcut menu, as described above. Note that scheduled task reminder pop-ups will still appear automatically, even if this option is enabled.

Choose Tasks to Display - When you first open your task list, Today's Tasks are displayed. You may, however, use the drop down menu in the far upper left of the window to select a different set of tasks to view.

Review Displayed Tasks - The VP To Do window shows you the priority level, due date, category, assignment details, active/completed status, and extended description of each task in the list.

Search Tasks - Type the text you are searching for in the Search field at the top of the window, and press Enter. VP To Do will search the Text and Description fields of each task, and list them in due-date order. Note that you can select the Search Results viewing mode to see the tasks that match the current Search field text.

Regroup, Resort & Reorder - Adjust the task list view to suit your needs.

Add & Edit Tasks - Click New at the bottom of the task list window, or select a task and click Edit (or double-click the description). Then enter or change the task details.

Print Tasks - Display the tasks you want to include in the report, then click Print Preview. You can then use the report toolbar to view and print the results.

Delete a Task - Click Delete to remove the task from your system. Then confirm your action. Note that when you delete a task that is flagged to recur, you have an opportunity to delete just the current task, or remove all future occurrences as well.

Refresh - Click Refresh in the upper-right corner of the task window to be sure you are viewing your most current task list.

More Information

Respond to a Task Popup Reminder - When a scheduled task reminder pops onto your screen, you have the opportunity to work with the task then, flag the task as complete, dismiss further notices, or set a "snooze" timer for future notification. See "Manage Task Reminders" for details.

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