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Navigate to Settings > Tasks to access these settings. You need the Manage Tasks permission to view and change these settings.
The Task Settings page lets you control how tasks are automatically created and decide which alerts should generate tasks. For everyday task usage — creating, assigning, commenting, and tracking tasks — see the Tasks. The page is divided into two sections: Task Automation and Alert Rules.

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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.”
    The navigation badge count also follows this setting, showing the number of open tasks matching each person’s active filter.
  • 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).

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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.

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Available Categories

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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 (staff who can see the task’s location), any Team, or a specific individual provider. Auto-created tasks inherit the location of whatever triggered them — an appointment, charge, or call — so an Everyone assignment only reaches staff with access to that location.
  • 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.
A few high-stakes money and escalation alerts — Chargeback Action Required, Payment Failed, Planned Payment Failed, ACH Return, Rainforest Deposit Failed, Refund Failed, and the AI-generated Notification alert — show a Required pill next to the alert name and have the Auto-Create switch locked on. You can still change the priority and assignment on these rows, but task creation can’t be turned off.
1

Find the Alert Type

Scroll to the category that contains the alert you want to configure (e.g., “Payment & Billing” for payment failures).
2

Enable Auto-Create

Turn on the switch in the Auto-Create column for the alert type.
3

Set Priority and Assignment

Use the Priority selector to choose the urgency level, and use the Assignment selector to pick a Team or individual.
Changes are saved automatically as you adjust each setting.
  • Tasks — Learn how to create, assign, and track tasks day-to-day.
  • Notifications — Understand how notifications are delivered and how they connect to tasks.