Users with the (Tasks > Access) permission can create tasks directly from the Scheduling module to keep track and follow up on work pertaining to appointments, such updating an appointment’s location. Tasks include links to access the appointment(s) they are associated with.
To create tasks from the Scheduling module:
- Navigate to the Scheduling module and select View my calendar.
- Select the checkbox on the left-hand side and click Check all events or use (ctrl + click) to select at least one appointment to create a task for.
- Click the Actions drop-down and select Add Tasks.
- In the “Create task related to X appointment(s)” pop-up, complete the form with the following information.
- Name: name of the task.
- Description: a 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 users to filter tasks in the Tasks screen and in the main menu of the Tasks module, 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 either All co-workers in my organization or Only providers matching a label.
- If choosing only providers matching a label, add labels in the Select Contact label search bar.
- Who can see this task?: choose either All co-workers 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 allow users to filter and organize their 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.
- When accessing the task, the list of appointments the task was created for is displayed on the bottom right-hand side of the task, with links to open and access each appointment.