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