On the task page, you will see all the various tasks listed out that are set up to be tracked in the system. Tasks are displayed under the list name for each grouping of tasks to keep things organized.
Adding Tasks To The System
Tasks can be entered into the system via the admin settings area of the system. To add tasks or list names to the system, click your name in the upper right corner of the screen and select the admin option. This will take you to the admin settings where you can select tasks. Under the tasks area, lists can be created and tasks can be added or edited. Click the drop down arrow beside a list to expand and show the various tasks that are under that list.
New tasks can be added to a list via the create new task link.
The order that tasks will display under the list can be set by changing the numbers in the order boxes to organize which tasks display before other tasks.
Task Status
When on the task page, there are options along the top to browse tasks that are completed or still open.
On each tasks there is a yes or no checkbox, a section to add notes and a checkbox to mark the task as done.
Once a tasks is marked as done, the task will be considered completed and a date will be added to show when the task was completed.
If a task is not applicable on the case, the no checkmark can be used and a note can be added to indicate N/A.
Along the top of the page, there are also options to mark all tasks yes, no or completed in bulk.
