Tasks are managed at the facility level.

Create a Task #

1. Select Task on the sitemap.

**Note** Alternatively, you can access Task from a facility, resident or staff detail pages.

2. Select Create New below Filters.
3. Select Facility from the drop down list – if the user is only associated with one facility, the facility is automatically selected, and no action is required.
4. Select the Location and Room if applicable.
5. Enter the task title.
6. Select the Start Date by typing the start date or click the calendar icon to select the start date.
7. Select the Start time field to set the start time.
8. Select the Due Date by typing the start date or select the calendar icon to select the start date.
9. Select the Start time field to set the start time.
10. Type the task Description.
11. If this task is a subtask, select the Parent Tasks from the dropdown list.
12. Select the Priority from the dropdown list.
13. Select the Progress from the dropdown list. By default, To Do is selected.
14. Select the Type from the dropdown list.

Add members #

Members are users that are following the task and receive notifications. Once a user is a member of the task, they may be assigned to the task. An owner must be a member of the task. Assigned to is for the user completing the task. The owner is responsible for managing the task.

1. Select the Members field – Multiple users can be added to a task.
2. Select a user to add as a member of this task.
3. Repeat this for each user to add as a member to this task.

Add task owner #

The task owner is the user responsible for overseeing this task.

1. Select the Owner field.
2. Select the task owner from the dropdown list. There can only be one task owner.

Assign users to a task #

Tasks can be assigned to more than one user.

1. Select the Assign To field.
2. Click on a user to assign to this task.
3. Repeat this for each user to assigned to this task.

Add residents #

1. Select the Residents field – Multiple Residents can be added to a task.
2. Select a Resident to add to this task.
3. Repeat this for each resident to add to this task.

Add tags #

Use Tags for more granular reporting.

1. Select the Tags field.
2. Click on a tag to assign to this task.
3. Repeat this for each user assigned to this task.

Add an attachment to a task #

Attach a local file #

1. Select the Add an Attachment button
2. Select the Attachment radio button.
3. Enter the attachment title to provide a more user friendly file name.
4. Select the Choose Files button and select all files to upload.
5. Enter a description.

Attach a link #

1. Select Link to include a link to a file located in a 3rd party file manager such as Empower Drive, OneDrive, Google Drive, Dropbox…
2. Type the attachment title to provide a friendly link name.
3. Enter the shared link from the 3rd party location.
4. Enter a description.

Create multiple tasks #

1. Select Duplicate Tasks field.
2. Enter the number of tasks to duplicate.

Save the new task #

1. Select the Create button to save this task.

After you create a task, you can edit the duplicated tasks and set the details following the instructions above. Repeat this process for each duplicate task created.

Create Subtasks #

1. Select the Add New Subtasks button.
2. Enter a title and description.
3. Select the Save button.

Edit Subtask details #

Once the Subtask is saved, there 3 ways to edit a Subtask:

1. Subtask list on Parent task detail.
2. Quick update subtask slider.
3. Subtask detail.

Edit Subtask from Subtask list on parent task detail #

From this section, you can edit the Members and Assign to lists and clone the subtask.

Edit Subtask from Quick Update Subtask slider #

1. On the parent task, go to the Subtask list.
2. Select the 3 dots under Details, next to the subtask. This opens the Quick Update Subtask slider.
3. Edit fields.
4. Select Update.

Edit Subtask from Subtask detail #

1. On the parent task, go to the Subtask list.
2. Select the 3 dots under Details, next to the subtask. This opens the Quick Update Subtask slider.
3. On the Quick Update Subtask slider, select the edit icon on the top right. This opens a separate detail page for the subtask.
4. Select the Edit button to edit the Subtask.
5. After saving the edits, select the Back to Parent Task to go back to the parent task.

See Also #

Add relationships to a resident
Assign residents to facility rooms