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.

Create a Task

Tasks can be created manually from 2 different places:

• 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.

   

Manage Tasks

• Once a task is created, you and team members can open it from the task list, add comments and even attach files.

• Setting a task as completed is as easy as opening the task list and clicking its check circle.

• You can also access tasks from the client profile. They system will display a warning right under the client name. Click the warning to open all the tasks associated with that specific client.

  

Task Reminders

1. Click the Tasks icon.
2. Click the three arrow icon and select Reminder Settings. 

   

3. Click the Add Reminder button. 
4. Set when task reminders will be sent. Reminders are sent based on task priority. Currently only email is available.

Note: Tasks reminders are set on a per-user basis, meaning each PracticeQ user login has their own reminder settings separate from other users.