Tasks - Start Here

Tasks! SET it! And Forget it!

Want to get a reminder for birthdays? Want to track the due date of your next monthly? Want a reminder for your annual paperwork? We’ve got you - Tasks are here.

Tasks are a SETWorks feature that help track action items and have some pretty cool supporting features:

• Tasks repeat. Task Templates allow you to set up recurring action items. You want that reminder to come next month? Next quarter? Next year? Your choice.
  
• Tasks are assignable. Tasks can be assigned to a consistent staff. But what about their Employment coach? You got it.
  
• Tasks are personalized. We recognize not everyone had the same intake date into your services - tasks can accommodate those personalized differences. But what if his ISP month is different than hers? We can do that.
  
• Tasks aren’t just for consumers. Oh yeah, Tasks work for users too! What about that annual reminder for that performance appraisal or that CPR training? Yep - you’re covered.
  
• Tasks link to Forms. Ever forget to start that quarterly assessment until the day before it’s due? Not anymore. Tasks can give you heads up a month (or more) in advance!
  

FUN FACTS
SETWorks introduced Tasks in 2017. The Tasks feature was originally built to support targeted case managers with tracking their routine action items such as writing Individual Support Plans (ISPs) and completing quarterly reviews and monitoring. Although Tasks was designed exclusively for TCM agencies, Tasks has since been expanded to work for providers. Since the original debut, we have made 50+ enhancements to Tasks, with more on the way!

Ready to learn about Tasks? Check out our series of articles about Tasks:

To learn about how to view Tasks in SETWorks, visit our article  Viewing Tasks

To learn about how Tasks work and how to create a Task, visit  Creating Your First Task

To learn about how to setup and configure privileges related to Tasks, read  Configuring Tasks

To learn about how to delete Tasks, check out  Deleting Tasks

To watch a recording of our webinar about Tasks, proceed to  Monthly Support Webinar - May 2021 - Tasks

If you have additional questions about Tasks, check out our FAQ:  Tasks FAQ

• Related Articles

• Configuring Tasks

  What Settings and Privileges do I need to be aware of to start using Tasks in SETWorks? Administrators There are several Privileges that control access to Tasks. Administrators are able to place strict controls on which roles are able to view, ...

• 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 Navigate to the tasks link in the ...

• 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 ...

• Monthly Support Webinar - May 2021 - Tasks

  Tasks Webinar On May 26th 2021, SETWorks hosted a live webinar about Tasks. You can view the recording from the link below:  Topics Discussed Topics discussed include: Benefits of using Tasks How to create a Consumer Task from start to finish ...

• Missouri EVV - Start Here

  EVV in Missouri is set to go live in November 2021. The Articles below show how EVV works within SETWorks and how to configure your system so the EVV data is captured and submitted successfully. If you are not submitting EVV data in Missouri ...