Add & Assign Task

Adding New Task

1. The Task Management helps organize, assign, and track tasks effectively within your team, assigned to other providers and staff.
2. To add a new Task, click on the “Add New Task” button.

3. In the add task popup, either select an existing task template or add a new task by filling out the details.
4. Enter the following details:

• Task Title
• Assign to (Team member)
• Category 
• Status (Open, In Progress, On Hold, Complete)
• Due Date and Time
• Priority (Low, Medium, High)
• Notes 
• Add Associated Items (Patient info)
• Click “Save” to assign a new task to the user.

5. Added tasks get placed in the “Status Card” based on the task status, like “Open”, “In Progress”, “On Hold”, “Complete”.

Creating a Task Template

1. To add a new Task Template, click on Task Template > Add New Task Template button.

2. Task Templates details  include:

• Assignee
• Task Name
• Due Date
• Estimated Time
• Category
• Priority
• Status
• Notes
• Click “Save” to save the task template

3. Filter the task based on Assignee, Priority, Due Dates, and Task Title.