Configure the service portal to add a to-dos menu item for completing healthcare-related tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable the to-dos menu item that uses the HCLS to dos (hcls-todo-list) widget for displaying to-do items on a service portal.

    Before you begin

    Set the application scope to Global using the application picker. For more information, see Application picker.

    Role required: admin

    About this task

    The HCLS to dos (hcls-todo-list) service portal widget is pre-configured to display to-do items for patients. By default, the widget is included in the hcls_todos page provided with the Healthcare and Life Sciences Service Management Core application. In this procedure, you add a menu item to a patient portal to access the hcls_todos page.

    Procedure

    1. Navigate to All > Service portal > Menus.
    2. Select the header menu for the patient portal.
    3. In the Menu Items related list, click New.
    4. On the form, fill in the fields.
      Table 1. Menu Item form

      Field

      Description

      Label

      Name that appears for the item in the menu.

      Parent Menu

      This field is automatically set to the name of the menu you are adding items to. You can change the value as required to other menus.

      Type

      Page the item links to. For example, you can link to another page in the portal, or an external URL. Form fields vary depending on the option you select from this list.

      Order

      Value that determines where the item appears in the menu in relation to other menu items.

      Page

      Name of the portal page the item links to.

      To use the hcls_todos page provided with the application, set the value to the hcls_todos.

      Condition

      Conditions required for menu items to show in the header.

      Glyph

      Icon that appears beside the menu item.
    5. Click Save.