Navigate to Settings > Tasks to access these settings. You need the Tasks (Write) permission to view and change these settings.
Task Automation
This section controls global task behavior for your clinic.-
Default task view: Choose what your team sees when they open the Tasks page.
- Subscribed to (default) — Everyone sees tasks they are subscribed to.
- Assigned to me — Everyone sees only tasks assigned to them.
- Let each user choose — Each person picks their own view. A switcher appears on the Tasks page so they can change between “Subscribed” and “Assigned to me.”
- Suppress notifications for auto-created tasks: Turn this on to prevent auto-created tasks from sending additional notifications to assignees. This is useful if your team already receives the original alert and doesn’t need a separate task notification on top of it. Enabled by default.
- Completed task visibility: Set the number of days completed tasks stay visible before being hidden (1—365 days, default 7).
Alert Rules
Alert rules determine which events in the platform automatically create tasks — and who those tasks are assigned to. Rules are organized into categories so you can quickly find the alert type you need.Available Categories
| Category | Examples |
|---|---|
| Communication | Messages sent/received/delivered/failed, calls received/made, emails received/sent (including replies and invoice emails), mail sent/delivery failed, AI notifications |
| Forms | Form submitted |
| Patients | Patient created, patient updated, low patient review |
| Payment & Billing | Payments created/failed/succeeded, planned payments failed/succeeded, charges, refunds, adjustments, invoice updates, deposit reviews |
| Appointment & Schedule | Appointments scheduled/cancelled/updated/requested, self-scheduled appointments (including cancellations and updates), block and shift changes |
| Tasks | Task assigned, task comment, task completed, task updated |
| Inventory | Stock levels and changes (low, added, updated, drawdown, archived, linked/unlinked), items created/updated/archived, shipments received/updated/archived, supplier links, purchase orders |
Configure an Alert Rule
Each alert type appears as a row in a table with three settings:- Priority: Choose Urgent, High, Normal, or Low. This sets the priority on the auto-created task.
- Assignment: Pick who receives the task. You can assign it to Everyone, any Team, or a specific individual provider.
- Auto-Create (on/off): Turn this on to enable automatic task creation for this alert type. When off, the row is faded and the priority and assignment selectors are replaced with a dash.
Find the Alert Type
Scroll to the category that contains the alert you want to configure (e.g., “Payment & Billing” for payment failures).
Related Pages
- Tasks — Learn how to create, assign, and track tasks day-to-day.
- Notifications — Understand how notifications are delivered and how they connect to tasks.