New Task

Follow these steps to add a new Task:

1. On the Tasks menu, click New Task. This opens the New Taskscreen.

2. Enter the following information:

Assigned To: Click the Assigned To... button and use the Find User screen to find and select the user to which you would like this Task assigned. Or, leave this field blank to indicate the Task can be completed by anyone in your practice.
Subject: Enter a descriptive subject for the Task.
Due Date: Enter the date the Task is due.
Priority: Select a priority, 1-10, with 1 being the highest priority and 10 being the lowest priority.
Status: Enter the current status of the Task, either New, Working, or Completed.
Related To: If you wish to associate this Task with a specific record in the system, select the type of record and then use the related button to find and select the record to which you would like to attach the Task. Otherwise, select None.
Type: Enter the type of work required to complete this Task.

3. When you finish adding the new Task, click the Save button; or to exit the screen without saving the new record, click Cancel.