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Documentation



 User Permissions Required (contact your BestNotes System Administrator for user permissions):

  



To create a task in BestNotes, click on the clipboard with a green plus icon in the upper left hand side of the screen. 



Enter the subject, details, set the due date, and/or assign this to other BestNotes users.


NOTE: If a new Task does not display on the User's dashboard (Home screen), the Due Date must have been set more than 7 days beyond the current date.

The Priority is valued as 1 = High Priority to 5 = Less Priority.


Status:
  • Pending (Blue) - hides Task from Dashboard (home) screen.
  • In-Process (Green) - displays Task 7 days from Due Date and until completed. 
  • Completed (Red) - archives Task and only visible when Show Completed box is checked

The Private box makes a Task only visible to the assigned user.


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NOTE: Tasks created on a Client's profile Tasks tab will populate the dashboard (home screen) Tasks area with the client's name.