For Staff: How Should I Start Using Tasks?

For Staff: How Should I Start Using Tasks?

How Should I Start Using Tasks?

Staff
As a staff member, you will primarily use tasks to keep track of your reoccurring due dates and to notify your supervisor that the task has been completed.

Review Assigned Tasks

  1. Navigate to the tasks link in the top left menu bar, or by clicking the view all tasks link on the home page.
  2. Filter the tasks to review by department, consumer, task type, due date range, and status.
  3. Once the desired task is located, you will see either a checkbox or a date selection field depending on whether the task requires supervisor verification.
  4. If the task requires verification, clicking the checkbox will move the task to the supervisor's list to check that the task is complete, enter the official completion date (e.g. the date on the paperwork), and designate the task as verified.
  5. If the task does not require verification, instead of a checkbox, you will see a date selection box to enter the official completion date.

Review Completed Tasks

  1. As above, navigate to the tasks link in the top left menu bar, or by clicking the view all tasks link on the home page.
  2. Filter the tasks to review by department, consumer, task type, due date range, and status.
  3. Please note that some tasks may show up as Unavailable when they very far in the future or past.
  4. Expanding the arrow next to the Unavailable section will reveal these tasks for review.

Access Tasks for a Single Consumer

  1. Navigate to the desired consumer profile and click on the Tasks tab.
  2. Interact with the task list in the same way you would your own task list.
Not seeing the Tasks tab? Contact your administrator to grant access to the tab.

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