For Managers: How Should I Start Using Tasks?

For Managers: How Should I Start Using Tasks?

How Should I Start Using Tasks?

Managers
As a manager, you can use tasks to help your staff keep track of reoccurring due dates and to-do items that are important to your organization. This can be a useful place to track quarterly, monthly, and annual reports.  If your organization is using tasks for the first time, please check with your administrator and make sure that the appropriate privileges are set for your organization (e.g 'Is able to verify tasks have been completed.' along with other privileges in the Tasks section).

Create a Task

  1. From the select drop down menu, choose the option to Review & Sign (tasks).
  2. Click add new task.
  3. Select a template from the drop down menu.
  4. Select desired consumer(s) from the drop down. Use the department and services dropdown to filter the list of consumers.
  5. Accept the start date or override it to start the task recurrence from a different date (not available when more than one consumer is selected).
  6. Adjust the earliest due date as needed.
  7. Review the due dates below for accuracy.
  8. Click save in the upper right-hand corner of the window to create the tasks.

Review and Manage Tasks

  1. From the select drop down menu, choose the option to review & sign (tasks).
  2. Filter the tasks to review by department, consumer, task type, due date range, status, and assigned user.
  3. If a task you are expecting to view does not appear, please double-check the date range, as this field is automatically updated when the status filter is changed.
  4. Once the desired task is located, use the drop down button on the right of the task to select the correct action for the task (please note that verifying a task is equivalent to signing it).
  5. Click the selected action button to complete that action for the desired task.

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