Next Gen - Over view on Task Manager

Navigation: 

Go to  : Task Manager (The Symbol shown above)

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> Select a Clinic from the drop down if you are having a Multi Clinic setup on VETport.

2> Select a date range to get a list of tasks accordingly.

3> Filter the tasks by Categories.

In order to create a new task category, please visit the below page.

Setup >> Task Manager >> Task Category.

4> Filter the tasks by the Due dates.

5> Filter the tasks by the Priority set when the task was created.

6> Filter the Tasks by the selecting an individual staff member to get a list of all the tasks created for that specific staff member.

7> Create Task : This option will help you create a new task- please refer screenshot below.

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. 

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