This article explains how to open, manage, and view tasks within BestNotes, including assigning tasks, changing priority, and viewing completed tasks.

Permissions Required

• Overlay Tasks

Managing Tasks

Opening and Modifying Tasks

1. Click on Task.
2. Once a task is opened, you can perform the following actions:
   • Assign it to someone else using the Assigned to drop-down box.
   • Change its priority.
   • Mark the task as:
     • Pending
     • In-Process
     • Complete

Viewing Completed Tasks

1. Open the Task section.
2. Click on the Show Completed checkbox at the top.
3. On this same page, you can view other users' tasks from the top-right if you have the Overlay Tasks permission.