Adding a New Task

To add a new Task from the Administration Menu

1. Select New Task:

   Click Administration > Tasks > New Task

   

   - or -

   Click the dropdown arrow next to the Tasks icon and select New Task:

   

   - or -

   When the currrent screen is a patient File, you can click the Tasks icon and select New Task re: [patientname]:

   

2. Select a Group, multiple Groups, a User or multiple Users from the Select Users screen, and then click OK:

   

3. Complete the Task details screen and then click the Create Task button:

   

   The Tasks icon number will increment:

   >>

   And you will see the new Task in the My Created Task list (If you created the Task for multiple users, you will see each user listed as a Task in the My Created Task list).