Create Tasks and Templates via a Client Appointment

Tasks can be created from the Appointment Book by right clicking on a Client's appointment. This will create a task related to that Client. The client Task Form will display all tasks related to the Client, including those that have been completed.

View the Client Tasks Form

  1. Right-click on the Client's appointment.
  2. Select Tasks.
  3. The Tasks Form will display.

Create tasks and templates via a Client Appointment

Add a new task

  1. Click on Click here to add a new row.
  2. Select a Task Template from the drop-down, if required.

OR

Enter in the Task Message.

  1. Add a Date Due (if this has not defaulted in from the Template selected).
  2. Add User/s to complete the Task.
  3. Add Attachment if required.
  4. Press enter to add the Task to the Task List.

Add new Task Template

  1. Click to Add a new Task Template.
  2. The basic Add task Template form displays.

  1. Fill in the Task Template details as required.
  2. Click Add to save.

If the template requires attachments to be added or colours to be chosen, the template needs to be added via Data Maintenance > Task Templates.