To create a new task:
- Click on Create -> Task
- You will be taken to the New Task Page:
- Enter the Task Subject in the "What?" field (max. 75 characters)
- Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar
- Select the Clinician who is responsible for the Task from the "Who? drop-down list
- Enter any additional detail in the "Comments"
- If your task is non client-related uncheck "Task relates to Active Client" or use the 'Switch' Function to change active client
- Once this is complete, click "Save"
How I View My Tasks?
Need More Help?
We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.