This article provides instructions on how to create new tasks within BestNotes, including setting due dates, assigning users, and understanding task statuses.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

Click Play button

Creating Tasks

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

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

Clipboard with green plus icon

Task creation form

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.


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

Client profile tasks
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