Create a New Task

Choose Client

To create a task relating to a Client select the Client's name from the drop-down list.

Choose Users/Practitioner

Select a User/Practitioners to be assigned to the task. This field is mandatory.

• Task can be created for Users other than yourself. Who creates them for who and when will be a practice process.
• Tasks can be assigned to multiple people but once that task is completed by one person, and marked completed, it is done.  A task is a single unit of work therefore if 2 people need to do the similar tasks, then that is 2 tasks and should be recorded as such.

Choose Template

Choose a Task Template if required.

Enter message

Enter in details about the task to be done, if no template is selected.

Add Attachment

Attach a file if required.

If a template is selected, that may automatically attach a required file.

Due Date

Due Date is required for the task to appear in the Tasks Master Report.

A Due Date may be automatically entered when a Task Template is selected. This date can be changed.

Completed check

Ticking Completed will remove the task from your tasks "to do" list.

Date Completed

The is entered when a task is ticked as complete.

Created by user

This is the user that was logged in and created the task.