How to Use the Add Task Feature
- Tasks can be added in two ways:
- From the Work Dashboard: Accessible directly by providers and staff through their accounts.
- 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.
Graphic 3
- 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.
- Click Add Task and fill in the details in the pop-up box: