Users with the (Tasks > Access) Permission can create tasks from the Tasks module, Claims module, Home module, the Timesheets section of the Billing module, and the “View my Calendar” section of the Scheduling module. 

To create a new task from the  Tasks module:

1. Navigate to the  Tasks module and select + Add New Task
2. In the New Task screen, complete the form with the following information:
   • Name: name of the new task
   • Description: an optional detailed description of the task
     • Click here if you are creating a task using a Task Template
   • When is it due?: enter the task due date
     • Assigning a due date will enable you to filter tasks in the tasks screen and in the  Tasks module main menu by Due Today and Overdue
   • Who is responsible?: click the drop-down to select one of the following:
     • You: if the task is an assignment for yourself
     • Choose someone…: to assign the task to somebody else
       • Find Person/Group: enter the name of the person, group, or label the task should be assigned to
     • Leave unassigned: if the task should not be assigned to anybody. Use this option to create a queue of tasks that can be worked on and completed by other users in the organization
       • Who can see this task?: choose if you want All coworkers in my organization or Only providers matching a label
   • Is this task on behalf of a person?: select one of the following:
     • Yes: if the task is being created on behalf of another person
       • On behalf of: enter the name of the person the task is created for
     • No: if the task is not created on behalf of another person
   • Add Labels: enter labels, which allows you to easily filter and organize your tasks
   • Attachments: click Upload, Select Files, or drag the file to the Drop files here to upload to attach relevant documents to the task
3. Click Create Task

Click here to learn how to create a task from the Claims module.

Click here to learn how to create a task from the Dashboard module.

Click here to learn how to create a task from the Billing module.

Once users create a task, they can:

• Access the task to review the details, history, and attachments
• Update the task with more information
• Mark it as a favorite
• Assign it to another user
• Update the due date
• Mark the task as completed
• Subscribe to receive notifications whenever there are updates made to the task

To view, edit, and navigate a task:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options, and filters available in the tasks grid to search and find a task.
3. Task detail header
   • Assignee name: name of the user the task is assigned to. Click to assign the task to another user. If assigning the task to another user, users can view all task history at the bottom in View Task History.
     • In the grid, select “Stats” on the left-hand side filters panel to view “stats & totals” and if there was any time spent on a task.
   • Task due date and time: edit due date
   • View/Edit Labels : click to view the task labels and add or remove labels
   • Enable/Disable Notifications :
     • A blue bell  indicates the user has opted-in to receive notifications on this specific task.
     • A white bell indicates notifications are disabled for this specific task. Click to opt-in to receive notification on tasks. Notifications need to be set up in users’ profiles. Click here to learn how to set up notifications.
   • Add/Remove to/from Favorites :
     • A yellow star  indicates the task is marked as a favorite for your to easily filter it in the tasks grid.
     • A white star  indicates the task is not in not marked as a favorite. Click to mark it as favorite.
   • Delete Task : delete the task.
   • Duplicate Task : duplicate the task and use this task as a template for another task.
   • Complete Task : complete the task.

4. Task title: edit the title

5. Task Details: edit the details

6. Add Attachment : add attachments

7. Comments: add additional comments and information to the task.

8. When comments are added, each comment section will have options to:

• • Delete Comment : delete the comment from the task.
  • Add Attachment : add attachments within the comment.
  • Pin Comment to Top: move the comment to the top of the list of comments related to the task. Once pinned, an option is available to unpin the comment.

9. View Task History: view all of the history and activity of the task

10. The right-hand side section has the following information about the task:

• • Labels: add or remove labels
  • Task ID: randomly assigned task Id
  • Created by: name of the user who created the task
  • Created on: date and time when the task was created
  • On Behalf of: name of the user the task was created on behalf of
  • Links to billing entries, authorizations, and claims, when the task was created from the corresponding modules.

Click here to learn more about managing tasks and the task grid.

To receive tasks/support ticket notifications, you must first configure your account to receive notifications via email or via text messages, within the Profile section in the Dashboard module. You can set up your account to receive notifications on:

• Tasks assigned to you
• Tasks modified
• Tasks completed or deleted

Once you have set up your account to receive notifications, you will receive notifications on all tasks opened by you when they are modified, completed, or deleted, and when there is a task assigned to you.

To opt-in to receive a notification on tasks that are not assigned nor opened by you, after completing your task notifications set up in your Profile, follow these steps:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options, and filters available in the tasks grid to search and find a task
3. Click the bell  icon on the top right-hand side of the task to opt-in to receive notifications pertaining to this task
   • A blue bell  indicates you have opted-in to receive notifications on this task
   • A white bell indicates notifications are disabled for this task

Marking a task as a favorite allows you to quickly filter and find your most important tasks in the tasks grid.

To mark a task as a favorite:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options and filters available in the tasks grid to search and find a task
3. Click the star icon on the top right-hand side of the task to mark the task as a favorite
   • A yellow star  indicates the task is in your favorites
   • A white star  indicates the task is not in your favorites. Click to add it to your favorites

Click here to learn how to filter your favorites tasks in the tasks grid.

Tasks can be deleted in bulk from the tasks grid, or one by one from the task details page. If necessary, tasks deleted or completed can also be reopened.

To delete a task from the details page:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options and filters available in the tasks grid to search and find a task
3. Click the trash can icon on the top right-hand side
4. Click Yes in the Confirm pop-up

To delete tasks in bulk from the tasks grid:

1. Navigate to the  Tasks module and select All Tasks
2. Click the checkbox on the left-hand side column of the tasks you want to delete
3. Click the  Delete button on the top of the tasks grid
4. Click Yes in the Confirm pop-up

To reopen a deleted or completed task from the details page:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options and filters available in the tasks grid to search and find a task
3. Click the reopen icon on the top right-hand side
4. Click Yes in the Confirm pop-up

Once you finish the work related to a task, the task can be completed. Tasks can be completed in bulk from the tasks grid, or one by one from the task details page. If necessary, tasks completed can also be reopened.

To complete a task from the details page:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options and filters available in the tasks grid to search and find a task
3. Click the complete task  icon on the top right-hand side
4. Click Yes in the Confirm pop-up

To complete tasks in bulk from the tasks grid:

1. Navigate to the  Tasks module and select All Tasks
2. Click the checkbox on the left-hand side column of the tasks you want to complete
3. Click the  Complete button on the top of the tasks grid
4. Click Yes in the Confirm pop-up

To reopen a completed task from the details page:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options, and filters available in the tasks grid to search and find a task
3. Click the reopen icon on the top right-hand side
4. Click Yes in the Confirm pop-up

Tasks can be reassigned to other users in your organization, or you can assign them to yourself. Tasks can be reassigned in bulk from the tasks grid, or one by one from the task details page. Please note, internal tickets cannot be reassigned once they are assigned to a Support Administrator.

To reassign a task from the details page:

1. Navigate to the  Tasks module and select All Tasks
2. Click the task Id or the task name under the Task column in the tasks grid
   • Use the search bar, toggles, options, and filters available in the tasks grid to search and find a task
3. Click the name of the user on the left-hand side corner, type, and select the name of the new user you want to assign the task to
   • To assign the task to yourself, click the name of the user and then click Assign to me

To reassign tasks in bulk from the tasks grid:

1. Navigate to the  Tasks module and select All Tasks
2. Click the checkbox on the left-hand side column of the tasks you want to reassign
3. Click the Reassign button on the top of the tasks grid
4. Type and select the name of the new user you want to assign the tasks to
   • To assign all the tasks to yourself, click Me
5. Click Reassign Tasks 

Tasks bulk options help you manage your tasks allowing you to update multiple tasks at the same time from the tasks grid.

To use the tasks bulk actions:

1. Navigate to the  Tasks module and select All Tasks
2. Click the checkbox on the left-hand side column of the tasks you want to update
3. The following options will be displayed on the top of the tasks grid:
   • Label: add/remove labels to/from all of the selected tasks
   • Comment: add comments to all of the selected tasks
   • Reassign: reassign all selected tasks to another user or to yourself
   • Complete: complete all selected tasks
   • Delete: delete all selected tasks