> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Automatic task settings
> Create tasks for your team automatically, on a schedule or when something happens, such as a new patient or invoice.
Go to **Settings → Processes → Automatic Tasks** and click **New**:
* **Name**, **Assigned To** (one or more users) and **Branch**.
* **When to create it:**
* Tick **Create Task on Action** and choose **When**: for example a new patient, invoice, payment or prescription, or an appointment status change. The task is linked to that patient or record.
* Or choose an **Interval**: every **Day**, **Week** (on chosen weekdays) or **Month** (on chosen days).
* **Due After:** the number of days to complete it.
* **Priority:** High, Medium or Low.
* **Approval Required:** a manager must approve the task after it's done.
* **Create Separate Task For Each User:** each assigned user gets their own task, instead of one shared task.
* **Active.**
Tasks appear in the **Tasks** list icon in the top bar. Click **Completed** when done. Users with approval permission then **Mark Approved** or **Mark NOT Approved**. All tasks are in **Logs → Tasks**.