Manage Tasks

The Admin > Task Management > Tasks tab displays all available tasks, including the category each task is assigned to, the date the task was created, and the name of the last user who modified it.

Create Task

To create a new task:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

   The Tasks tab appears.

3. Select Add Task.

   The Create Task dialog appears.

4. Enter the following information:

   • Name* – a name for the task, up to 100 characters. Task names must be unique within a category.

   • Category* – the category the task is assigned to.

   • Description - a description for the task.

   • Reference – a reference code for the task, if required.

5. Select Save.

* Required field.

Edit Task

To edit a task:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

   The Tasks tab appears.

3. Select a task from the list.

   The Edit Task dialog appears.

4. Edit the Name, Description, and Reference fields as required.

5. Select Save.

You cannot edit a task if it is currently in use for one or more visits.

Delete Task

To delete a task:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

   The Tasks tab appears.

3. Select a task from the list.

   The Edit Task dialog appears.

4. Select Delete.

You cannot delete a task if it is currently in use for one or more visits.