Starting a Task

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Tasks can be created in a number of areas:

  • Within a client or service record (standalone tasks)
  • As part of a process (process tasks)
  • For a team member (team member tasks)

To create a task in a client or service record:

  1. Navigate to the client /service via the search box or from your client / service list (represented by  in Practice View). 
  2. Click the Tasks  icon in the vertical nav. 
  3. Click the  icon. 
  4. Complete the fields (required fields will appear in red). Note the Assign To field that will allow you to assign it to a specific team member. 
  5. Click Save.
  6. Alternatively, from within a client / service record single or recurring (repeating on a weekly, monthly or annual basis) tasks can be created from the Launcher menu.

To create a task within a process:

  1. Navigate to the client or service.
  2. Click the Processes   icon in the vertical nav.
  3. Select the process you wish to add a task to.
  4. This will take you to the basics page of the process. Click the Tasks  icon in the vertical nav. 
  5. Click the  icon next to a process.
  6. Complete the fields (required fields will appear in red).
  7. Click Save.

To create a task for a team member:

  1. Navigate to a team member in the top nav search bar (team members are represented by ).
  2. Click the team member to be taken to their team member view.
  3. Select the Tasks   icon.
  4. Click the  icon.
  5. Complete the fields (required fields will appear in red).
  6. Click Save.
  7. Alternatively, from within a team member record single or recurring (repeating on a weekly, monthly or annual basis) tasks can be created from the Launcher menu.

 

 

 

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