How to: Create Tasks

Tasks are created automatically based on trigger events built by your program administrator but you can also create ad hoc tasks by clicking on “create task”.

Custom Tasks

  • Custom Tasks can be created by clicking on “Create Task”
  • From here, create a task, assign it, and set a priority. You can also associate a task with a patient and assign a due date. Click “create” to finalize.
  • If you create a task for another user, you’re automatically set as a watcher for that task so you and that user will receive notifications on that task. If you’d like to add watchers or reassign the task, click into the task to make changes. From this screen you can progress a task, make a comment to others assigned to the task, or complete the task.

Automated Tasks

The Task templates are tied to existing automation that will auto-generate the task based off specific Assessment responses