Create a Task

Once you have enabled the Task Management feature, you can create tasks in two ways.

• Click the checkmark icon on the toolbar to open your task list, and then click the New Task button.
• Click the Tasks icon on the top right corner of the client profile page. This will automatically associate the task with the current client.

1. Enter the following:
   
   1. Task Description
   2. Assign to: (if not assigned to you)
   3. Priority
   4. Due Date
   5. Time due on Due Date
   6. Notes
2. Click Save Task.

   

   Note: Only tasks that are due in less than 24 hours and still pending will show in the Task Notification popup bubble.