Module 4
Task Management
Tasks keep your team organized. Create tasks for follow-ups, reminders, and daily to-dos. Assign them to yourself or other team members and track completion.
Creating a Task
- Click New TaskFrom the dashboard or task panel, click New Task.
- Enter Task DetailsFill in: Title (what needs to be done), Description (details), Due date, and Priority (Low, Normal, High, Urgent).
- Assign ItAssign the task to yourself or select another team member from the dropdown.
- SaveClick Create Task. The assigned person will see it in their task list.
Managing Your Tasks
Your task list shows all tasks assigned to you, sorted by priority and due date:
- Mark complete — Check the box next to a task when it's done
- Edit — Click a task to update details, change due date, or reassign
- Delete — Remove tasks that are no longer relevant
- Filter — View by status (Open, Completed), priority, or assignee
Tip: Use tasks for client follow-ups. After a visit, create a task like "Call John Smith re: follow-up appointment" with a due date for next week.
Quick Reference
| Action | How |
|---|---|
| Create task | New Task → fill details → Create |
| Complete task | Check the completion box |
| View all tasks | Sidebar → Tasks |
| Filter tasks | Use status/priority/assignee filters |