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Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

Creating 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.
 

To View the Client Tasks Form

Right-click on the Client's appointment
Select Tasks
The Tasks Form will display
Creating tasks and templates via a Client Appointment
1

Client Name

1. Client Name
The Client the task will be created for
2

Add a new task

2. Add a new task
Click to add a new Task
Select a Task Template from the drop down, if required
OR
Enter in the Task message
Add a Date Due (if this has not defaulted in from the Template selected)
Add User/s to complete the Task
Add Attachment if required
Press enter to add the Task to the Task List
3

Completed task

3. Completed task
A Task that has been completed.
4

Add new Task Template

4. Add new Task Template
Click to Add a new Task Template
The basic Add task Template form displays
Fill in the Task Template details as required
Click Add to Save
If the template requires attachments to be added or colours to be choosen then the template needs to be added via Data Maintenance > Task Templates.
5

Save

5. Save
Click Save to save and close the Tasks Form
6

Cancel

6. Cancel
Click Cancel to cancel any changes and close the Tasks Form.