Choose Client
To create a task relating to a Client select the Client's name from the drop down list.
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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.
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Choose Template
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Enter message
Enter in details about the task to be done, if no template is selected.
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Add Attachment
Attach a file if required.
If a template is selected then that may automatically attach a required file.
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Due Date
A Due Date may be automatically entered when a Task Template is selected. This date can be changed.
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Completed check
Tick this when the task is completed. This will remove the task from your tasks "to do" list.
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Date Completed
The is entered when a task is ticked as complete.
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Created by user
This is the user that was logged in and created the task.
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OK
Click OK to save the Task
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Cancel
Click Cancel to cancel the Task
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