How do I create a Task?

  1. Click on the "Create" button at the top of the screen and select "Task"
  2. You will be taken to the New Task Page:



  3. If your task is non client-related uncheck "Task relates to Active Client" or use the 'Switch' Function  to change active client
  4. Enter the Task Subject in the "What?" field (max. 75 characters)
  5. Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar
  6. Select the Clinician who is responsible for the Task from the "Who? drop-down list
  7. Enter any additional detail in the "Comments"
  8. Once this is complete, click "Save"

Related Article:
How I View My Tasks?

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