Task List

Your center's administrator has established a set of required record keeping activities related to appointments.  Depending on the settings chosen by your center administrator, there may also be termination or client deactivation tasks for the center.  The task list shows the activities that users should complete and provides a single window from which to work.

Your center administrator may have also activated the feature to allow users to create tasks to add to their own or other users' task lists.

What would you like to do?

Complete System-Generated Tasks

1.  From the calendar screen, click Open > Task List.

2.  Review the item on the task list to determine what needs to be done.  (Note:  Your center administrator may choose to use a color coding scheme to indicate the number of days since the task was added to the list.  You should ask your center administrator the meaning of color highlights seen on this screen.)

3.  Double click the item on the task list to open the screen where you need to complete the task.  (Note:  You can only complete one task at a time.)

4.  Complete the required action (e.g. mark attendance, add a note, sign a note), or respond to the prompts.

5.  Close the screen to return to the task list.

Snooze a Task

Depending on the settings chosen by your center administrator, you may have the option to snooze tasks.  To snooze a task:

1.  From the calendar screen, click Open > Task List.

2.  Single click on the task to be snoozed to select it.

3.  Click the down arrow on the Snooze button on the menu bar.

4.  Choose the desired snooze time.

5.  If you chose Until, use the calendar window to select the desired date and time, and click Ok.

Monitor my Supervisee's Task List

If you have been given permission as a supervisor, you can view another user's task list by selecting their name from the pull down menu.  If your center administrator has chosen to use supervision features, you can also navigate to Open > My Interns.  Click the intern name on the list, and click the Intern Task List icon on the menu bar.

Manually Add a Task

Depending on the settings chosen by your center administrator, you may have the option to manually add items to task lists.  To add a task:

1.  From the calendar screen, click Open > Task List.

2.  Click New on the menu bar.

3.  Select the desired task option from the list and click Ok.

4.  On the new window, use the pull down menus and text boxes to create the task.

5.  Click Save.

6.  Click Exit.

Edit Manually Added Task

To edit a manually added task, double click on the task to open the custom task window.  Use the controls on the menu bar and screen to make the desired edits.

When the task is completed, click Mark Complete on the menu bar.  Depending on the settings chosen by your center administrator, you may see a prompt to create a note with the details from the task window.  Click Ok to create the note.

Your center administrator can also choose to set a certain status to automatically mark the task as completed.