Key Tasks - How to add, edit and remove.

Please note: this article is only applicable to websites built after November 2018 and on the NHS templates.

In this article:

Best Practice

The key tasks are an important part of your website to make the patient journey easy and simple. They are used for the most important items that patients will need to access such as appointments, prescriptions, sick notes, etc. There is a maximum limit of 6 items for the key tasks. 

When used following the best practice the key tasks will look like this:

How to switch the Key Tasks feature On

Firstly, you will need to log into the website as an admin and access the editor menu on the left. Choose the option 'Website settings'

Under the Headers section in the settings option there will be an option for 'Show Task Menu'. Change the toggle for this option to 'On'. There will also be an option for 'Show Hero section' which we recommend setting to 'Off'

With the hero section:

Without the hero section: 

How to add new Key Tasks

When the key task menu is first added to the website, there will be no key tasks showing and will only show the header image. Hover your mouse over the 'Add menu items' option and click 'EDIT'. The 'add menu items' option may be hard to see depending on the colour of your header image. 

Click the '+New Menu Item' option

You can then choose what the button will link to:

  • Pages - Choose an existing page on the website or create a new page to link
  • Url - input a URL for the button to link to
  • Files - Upload a file to download when the button is clicked on or choose an existing file. 
  • Online Providers - Choose a provider for the button to link to. This option is not often used.

Once selected you will have a couple of options:

  • Use Custom Label - This will change the header text displayed on the key task. If no custom label is used it will take the page name/document name/URL and use it as a heading. This is recommended to change if you are uploading a document or external URL.
  • Description - Add a description below the header text with a maximum of 100 characters.
  • Active - When active is ticked, the key task will show live on the website. When active is not ticked, the key task will only display within editing mode. 

How to edit, reorder or delete Key Tasks

Once you have the key tasks available, you can edit or remove them. 

Editing

Hover over the key tasks and choose 'EDIT'

Click the pencil icon next to the menu item you would like to edit. 

 The options will then show up as they did when creating a new key task:

  • Use Custom Label - This will change the header text displayed on the key task. If no custom label is used it will take the page name/document name/URL and use it as a heading. This is recommended to change if you are uploading a document or external URL.
  • Description - Add a description below the header text with a maximum of 100 characters.
  • Active - When active is ticked, the key task will show live on the website. When active is not ticked, the key task will only display within editing mode. 
  • This item will link to... - If you click on the link name, you can change where the button links. Alternatively, you can remove the link and add a new link.

Reordering

You can change the order of the key tasks within the editing menu. 

Click the 3 lines next to the key task item and drag to change the position of the item. Once they are in position click 'Save'

Deleting

To delete the menu item you would instead click the trash can icon next to the key task item you no longer need.

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