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Never forget anything again with Tasks!
How do I view my tasks?
To see your task list just click on the menu at the top left of the application and select Tasks: In here you can see both Active Tasks and Completed tasks. You also have the option to expand the view so that you can see all tasks in your practice, not just your own, by unticking the Show my Tasks only box: !(https://storage.crisp.chat/users/helpdesk/website/98b707a08f77b000/636
How do I create a Task?
To create a new task: Click on Create -> Task You will be taken to the New Task Page: Enter the Task Subject in the "What?" field (max. 75 characters) Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar Select the Clinician who is responsible for the Task from the "Who? drop-down list Enter any additional detail in the "Comments" If your task is non client-related uncheck "Task rel
Guide to Tasks [Video]
Here's a video showing how to create tasks and reminders: