​How to Use the Add Task Feature

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• Tasks can be added in two ways:
  1. From the Work Dashboard: Accessible directly by providers and staff through their accounts.
  2. From the Left Menu: Go to the Tasks section to create and assign new tasks.
• Before Adding Tasks:
  • Ensure users are added in the Office Management section under the Users tab.
  • Only users added here can be assigned tasks.

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• Adding a New Task:
  • Click Add Task and fill in the details in the pop-up box:
    • Details: Enter the task description (up to 300 characters).
    • Assigned To: Search for and select the provider or staff member.
    • Status: Set the status of the task (e.g., Pending, In Progress).
  • Save the task to assign it.