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Never forget anything again with Tasks!
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 allowing you to set the task due date Select the user who is respon
How do I view my tasks?
To see your task list, just click on the menu at the top left and select Tasks from under the Business Views: 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/websit
Guide to Tasks [Video]
Here's a video showing how to create tasks and reminders: Some of the onscreen elements may have changed since this video was recorded, but the process is largely the same!