- Click on the "Create" button at the top of the screen and select "Task"
- You will be taken to the New Task Page:
- If your task is non client-related uncheck "Task relates to Active Client" or use the 'Switch' Function to change active client
- Enter the Task Subject in the "What?" field (max. 75 characters)
- 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
- Select the Clinician who is responsible for the Task from the "Who? drop-down list
- Enter any additional detail in the "Comments"
- Once this is complete, click "Save"
How I View My Tasks?
Need More Help?
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