Tasks can be created from the Tasks module, the Claims module, the Dashboard module, and the Billing module.
To create a new task from the Tasks module:
- Navigate to the Tasks module and select + Add New Task
- 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
- Yes: if the task is being 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
- 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.