8.0 Tasks & To-Do

Use the Tasks tool to assign tasks to yourself or other staff within the practice.

Creating a Task:

1. Click 'Add Task'
2. Complete the description, assign the task either to yourself or other staff, and select a Due Date.
3. Click Save
   1. A pending task notifications will appear on Task Icon

Users also have the ability to Edit/Delete an existing task as well as Mark Complete (which removes the task notification from the menu bar and places a strike through on the task).

To-Do:

Automatically generated through Notes & Documentation.