Creating Tasks (Video)

1000040990

2014-03-11T10:20:15-06:00

If you are not able to complete any of these functions, please talk with your BestNotes System Administrator to give you more permissions. 1000085158

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Tasks 24

2019-12-09T07:59:53-07:00

2014-03-11T10:22:33-06:00

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

Video<a id="moodle01"></a>Click Play button<iframe width="853" height="480" src="https://www.youtube.com/embed/T1CKzC9JlG8?rel=0" frameborder="0" allowfullscreen="" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation"></iframe> Documentation<hr> <a id="moodle02"></a><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1001711009/original/security-medium.png?1396989605" data-id="1001711009" style="font-size: 13px;" class="fr-dii fr-draggable"> User Permissions Required (contact your BestNotes System Administrator for user permissions): <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1013120893/original/Tasks_Permission_Highlight.png?1418420777" class="inline-image fr-dii fr-draggable" data-id="1013120893" style="cursor: default;"><hr style="font-weight: bold;"> <a id="moodle03"></a>To create a task in BestNotes, click on the clipboard with a green plus icon in the upper left hand side of the screen. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1010913452/original/Clipboard.png?1415401292" class="inline-image fr-dii fr-draggable" data-id="1010913452" style="cursor: default;"> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1001124248/original/Capture-newtask.JPG?1394554943" class="inline-image fr-dii fr-draggable" data-id="1001124248" style="cursor: default;"> Enter the subject, details, set the due date, and/or assign this to other BestNotes users.<div> </div><div> 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. <div> </div> <div>The Priority is valued as 1 = High Priority to 5 = Less Priority.</div> <div>Status:</div> <div><ul> <li> Pending (Blue) - hides Task from Dashboard (home) screen. </li> <li> In-Process (Green) - displays Task 7 days from Due Date and until completed. </li> <li> Completed (Red) - archives Task and only visible when Show Completed box is checked </li> </ul></div> <div> </div> <div>The Private box makes a Task only visible to the assigned user.</div> <div> </div> <div> </div> <a id="moodle04"></a><table cellspacing="0"><tbody><tr> <td style="border-color: rgb(233, 121, 0); padding: 10px; width: 40px; height: 52px; background-color: rgb(252, 234, 181);"> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1001094349/original/bulb.gif?1394468230" alt="bulb.gif" class="fr-dii fr-draggable"> </td> <td style="border-left-style: none; border-color: rgb(233, 121, 0); padding: 10px; color: rgb(120, 63, 4); width: 380px; height: 52px; background-color: rgb(252, 234, 181);">NOTE: Tasks created on a Client's profile Tasks tab will populate the dashboard (home screen) Tasks area with the client's name. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1028827465/original/Tasks_w_Clients.png?1440107085" class="inline-image fr-dii fr-draggable" data-id="1028827465" style="cursor: default;"> </td> </tr></tbody></table> <div> </div> <div> </div> </div>

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590 1000029860

2017-03-31T09:24:30-06:00

1001036038

Creating Tasks (Video)

2016-05-09T16:17:15-06:00

1001036038

2014-03-11T10:23:02-06:00

To open an existing task: Click on Task Once a task is opened: It can be assigned to someone else using the Assigned to drop down box and priority can be changed. The task can also be marked as: Pending In-Process Complete. To view completed tasks, open the Task manager section and click on the Show Completed checkbox at top. On this same page, you can view other users' tasks from the top-right if you have the Overlay Tasks permission.

<a id="moodle01"></a>To open an existing task: <ol> <li>Click on Task</li> <li>Once a task is opened:</li> </ol> <ul> <li>It can be assigned to someone else using the Assigned to drop down box and priority can be changed.</li> <li>The task can also be marked as:<ul> <li>Pending</li> <li>In-Process</li> <li>Complete.</li> </ul> </li> </ul> To view completed tasks, open the Task manager section and click on the Show Completed checkbox at top. On this same page, you can view other users' tasks from the top-right if you have the Overlay Tasks permission. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016250629/original/0V8prS6JXreLBoEGVZmmCHlxAOgil31I_w.png?1490990854" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016250629/original/0V8prS6JXreLBoEGVZmmCHlxAOgil31I_w.png?1490990854" data-fileid="11016250629" data-uniquekey="1490990852275" style="width: 768px; height: 67.9488px;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016250762/original/QsWIsQ_A-v8Sv3_6zY46TdrzAR0LDmaTTA.png?1490991043" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016250762/original/QsWIsQ_A-v8Sv3_6zY46TdrzAR0LDmaTTA.png?1490991043" data-fileid="11016250762" data-uniquekey="1490991038774">

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372 1000029861

2017-03-31T14:12:39-06:00

1001036038

Managing Tasks

2016-02-16T10:48:52-07:00

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