Custom Tasks

If desired, center leadership can allow users to create their own entries on task lists.  This can be useful for case management, following up on referrals or contacting clients.  Users assign tasks to other users, if desired.  If activated, users can add messages on the task screen and Titanium can be configured to create a note with all of the details after the task is marked completed.

Center leadership can define as many task options as desired.  To use the custom tasks feature:

1.  From the calendar screen, click Settings > System Settings.

2.  Click the Task List tab.

3.  Check to activate the custom tasks feature.

4.  Click the Custom Task Types button.

5.  Use the list screen to add tasks including:

6.  Click the Design button in the Behavior column for the first task.

7.  Click the Color box to set the background and foreground (font) colors to be used when the task is added to the task list.  (Note:   Consider using colors that are different than the colors of system generated tasks so that users can tell which tasks have been manually added to their lists.)

8. Use the pull down menu to set whether a note will be created or users will be prompted to create a note when the task is marked complete.  (Note:  If a note is created, the complete details of the task screen will be placed in the note narrative.)

9.  If a note will be created, use the pull down menu to designate the type of note to be created.

10.  If a note will be created, click in the check box if the note should be signed and locked when it is created.

11.  Use the pull down menu to select whether the task will be assigned to a user automatically, or if the user adding the task will be required to select a user.

12.  Use the pull down menu to select the default user who will be assigned to the task.

13. Click the Due Date field pull down menu to choose whether and how the due date field will be used when creating a task.

14.  If a due date will be used for the task, set the default number of days after task creation when the due date will be set.  Users can change the default.

15.  To exclude weekends in the due date count:

16.  Click in the color field to set the background and foreground (font) colors to use when the task is overdue.

17.  Click the Client Field pull down menu to choose whether and how the client field will be used when creating the task.

18.  If the client field will be used, choose whether to limit tasks to only clients who are active and assigned to the user.  (Note:  If this option is selected, support staff users will be unable to create tasks, and supervisors may be limited in tasks that they can create for interns.)

19.  Click the Description Field pull down menu to choose whether and how the description field will be used when creating the task.

20.  If using the description field, enter a default description if desired.

21.  Click the Status Field pull down menu to choose whether and how the status field will be used when creating the task.

22.   If using the status field, enter a default status if desired.

23.  If using the status field, use the Status Field Options to set whether users will be able / required to use a preset status list.

24.  If you chose to have users use preset status options, click the Option Set button.

25.  Click the Message Field pull down menu to choose whether and how the message field will be used when creating the task.

26.  If you chose an option to set a message on task creation, check the "allow appending to message" to allow users to add additional messages prior to task completion.

27.  Check the "is message confidential" box to allow only users who can access to the client file to read the message.

28.  If desired, enter a default message.

29.  Click Ok.

30.  Repeat Steps 6-29 to create additional tasks.

31.  Click Save.

32.  Click Exit.

33.  Click Ok.