![1](drex_bullet_1.png) Choose Client
To create a task relating to a Client select the Client's name from the drop down list.
|
|
![2](drex_bullet_2.png) Choose Users/Practitioner
Select a User to be assigned 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, that's it 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.
|
|
![3](drex_bullet_3.png) Choose Template
|
|
![4](drex_bullet_4.png) Enter message
Enter in details about the task to be done, if no template is selected.
|
|
![5](drex_bullet_5.png) Add Attachment
Attach a file if required.
If a template is selected then that may automatically attach a required file.
|
|
![6](drex_bullet_6.png) Due Date
A Due Date may be automatically entered when a Task Template is selected. This date can be changed.
|
|
![7](drex_bullet_7.png) Completed check
Tick this when the task is completed. This will remove the task from your tasks "to do" list.
|
|
![8](drex_bullet_8.png) Date Completed
The is entered when a task is ticked as complete.
|
|
![9](drex_bullet_9.png) Created by user
This is the user that was logged in and created the task.
|
|
![10](drex_bullet_10.png) OK
Click OK to save the Task
|
|
![11](drex_bullet_11.png) Cancel
Click Cancel to cancel the Task
|
|