Tasks bar
The Tasks bar lists common tasks that are relevant to the data displayed in the content area. It is a dynamic list that changes as you navigate through the tabs and pages of Practice Manager.
Click on a task in the list to perform it. For example, click Clear Search to clear the current search and results from the content area.
The tasks displayed on the list are grouped under headings.
Click to expand the tasks under the heading.
Click to hide the tasks.
There are three common buttons at the top of the Tasks bar:
Option | Meaning | Description |
---|---|---|
Export to Excel | To export the search results as data for a new worksheet in Microsoft Excel. | |
Refresh | To refresh the display in the content area. | |
To preview and print the information displayed in the content area. For example, the list of search results on the Find Clients page. |
On some pages, these buttons may be greyed out. This means that the button is not applicable for that page.