How to Assign and Manage Tasks

Tasks can be assigned to yourself or other members of your team.

• To view the Task Dashboard click the 'List' drop down from the left margin of the communications screen and select TASKS

• All Tasks assigned to staff members will be displayed - there are two views - Calendar and List

Calendar

List

• Past Due Tasks are displayed in RED

• Task can be re-assigned and updated from Calendar and List view

• Calendar View - click into the appointment directly and selecting Edit from the fly out window

• Edit or reassign the Task and select Update

• List View - hover over the task to reveal the Actions icon on the right hand side - select View

• Now you can select Edit from the bottom of the fly out screen

• Change the status, edit relevant fields, and then select 'Update Task'

• Tasks can be retained as long as desired or they can be deleted upon completion

• Tasks associated with a patient profile will be stored in the patient profile when completed

• Click here for How to Create a New Task Type

• Or How to Manage Task from your Mobile App