Creating a custom folder in EMIS Web's Workflow Manager can help streamline your task management by allowing you to categorise specific task types into separate folders. This feature is particularly useful for handling tasks that frequently occur, such as scheduling appointments or managing lab requests, ensuring they are easily accessible and organised.
Steps to Create a Custom Folder
To create a custom folder in Workflow Manager, follow these steps:
- From the EMIS Web menu, navigate to Workflow, select Workflow Manager, and then click Config on the ribbon.
- In the User Options section on the left-hand pane, click Custom Folders.
- At the top of the screen, click Add to create a new folder.
- In the Name field on the Custom Folder Details screen, provide a name for your folder.
- Use the Parent Inbox dropdown to select the appropriate parent inbox for your custom folder, such as the To-Do List.
- Select the desired level of urgency (e.g., All, None, Urgent) using the Urgency dropdown.
- In the Available Task Types pane, select the task types you wish to move to your custom folder and click the green arrow to transfer them.
- Review and adjust task types as needed, then click OK.
Your custom folder is now created and will appear under the designated parent inbox in your Tasks area. Any new tasks of the chosen types will automatically appear in this custom folder, allowing for simplified sorting and processing.
Custom folders help you manage task types effectively, reducing time spent searching for specific tasks in a crowded task list.
