NextGen - What is Task manager and how to do we set up a Task ?
On this page, you will have the option look at the Tasks created with there progress, create a task for your staff member with a priority and assign it to them.
1) Please click on the task manager icon as shown below. Click on create task.
A > Task manager.
B > Create Task.
2)
A : Select a clinic if you are a multi clinic setup on VETport.
B : Select a Category
C : Add a Title for the task that you are creating.
D : Add a brief description about the task that you want from the staff.
E : Select the staff member for whom this task is created for.
F : Set a Priority for the task created.
G : Set a Due date.
H: Add a user/Staff member to notify the task that you have created.
I : Upload files if any.
Once everything is done, please click on Save.