Enable Task Management

Use PracticeQ's Tasks feature to help your team stay on top of client-related tasks.

What Can You Do With Tasks?

• Assign each task a due date, so you can be reminded at the proper time.
• Assign a task a priority level to indicate its urgency.
• Assign a task to a team member, so you know who is responsible for a task at any given time.
• Associate a task with a client, so when you open a client profile, you are alerted of any pending or overdue tasks.
• Best of all, automate your tasks! Prompt PracticeQ to create and assign tasks automatically based on certain triggers. This is tremendously useful for creating repeatable processes and keeping tasks from falling through the cracks. Read more about automation in the article Task Automation (Processes)

Enable the Task Management Module

1. Log in as the account admin.
2. Click More → Settings → Features. 
3. Under the Task Management heading, click Enable Tasks.
4. Once the feature is enabled, you will see a checkmark icon on the top menu.

   

5. Click the icon to open the task management fly-out.

The tabs allow you to see your tasks, unassigned tasks and tasks assigned to other team members. What you see depends on your Tasks Permissions.

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