Health Cloud Administration
jAdd Custom Task Types
Custom task types help your care coordinators create tasks that are specific to the
type of care that they deliver. For example, for an outpatient orthopedic surgery center, task
types could include Pre-Op Lab Work or Weekly
PT.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create or change custom fields: | Customize Application |
Plan carefully when you create task types so that there aren’t too many choices in the picklist.
- From the object management settings for Activity, go to Fields & Relationships.
- Click TaskType.
- In the Values section, click New.
- Add one or more picklist values in the text box. Put each value on its own line
- Select Care Plan Task so that the new values are associated with the TaskType picklist.
- Save your changes.
- To change the order in which the values display in the picklist, click Reorder.
- To specify a default value for the picklist, select the Default checkbox for that task type.