Tasks may be created from several locations:
- Household dashboard
- Household member dashboard
- Non-person entity dashboard
- Lists –> Task List Drop Down
To create a new task, click ‘add’ or ‘add new’ depending on the page on which you are starting, add a name for the task and choose the associated entity. If you are starting the task from within a person or nonperson entity dashboard, the associated entity field will be prefilled, but you can alter it if needed.
Once the task has been created, you can add relevant details:
- Purpose and Description – Tasks can be either setup tasks or insights.
- Detailed Report / Links To – This determines where the task shows up within various dashboards. Choose the option most relevant for the particular task.
- Assigned User
- Due Date
- Priority
- Outcome
When you are finished adding details to the task, click Save, and the task should now show up in the task list for the relevant person/entity, as well as on the Household Dashboard task list. If you do not see a task that you are expecting to see, make sure to check any view filters that may be turned on.