1 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 false Tasks 24 2019-12-09T07:59:53-07:00 1 1 2014-03-11T10:22:33-06:00 2 1 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. <p><br></p><p><strong><span style="color: rgb(157, 4, 1); line-height: 1.3; font-size: xx-large;">V<font style="color: rgb(30, 60, 120); font-variant: small-caps;">ideo</font></span></strong></p><p><a id="moodle01"></a></p><p>Click <strong>Play </strong>button</p><p><span class="fr-video fr-dvi fr-draggable" style=""><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></span><br></p><p><br></p><p><br></p><p><strong><span style="color: rgb(157, 4, 1); line-height: 1.3; font-size: xx-large;">D<font style="color: rgb(30, 60, 120); font-variant: small-caps;">ocumentation</font></span></strong></p><hr><p><br></p><p><a id="moodle02"></a></p><p><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"> <b style="font-size: 13px;"><span style="font-size: 13px; color: rgb(39, 78, 19);">User Permissions Required</span></b><span style="font-size: 13px; color: rgb(204, 0, 0);"> </span>(contact your BestNotes System Administrator for user permissions):</p><p><b style="font-size: 13px;"><span style="font-size: 13px; color: rgb(39, 78, 19);"> </span></b><b style="font-size: 13px;"><span style="font-size: 13px; color: rgb(39, 78, 19);"> </span></b></p><p><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;"></p><hr style="font-weight: bold;"><p><br></p><p><a id="moodle03"></a></p><p>To create a task in BestNotes, click on the clipboard with a green plus icon in the upper left hand side of the screen. </p><p><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;"></p><p><br></p><p><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;"></p><p><br></p><p>Enter the subject, details, <span style="line-height: 1.3;">set the due date, and/or assign this to other BestNotes users.</span></p><div><br></div><div> <strong><span style="color: rgb(255, 0, 0); font-size: medium;">NOTE</span></strong>: If a new Task does not display on the User's dashboard (Home screen), the <strong><span style="font-size: medium;">Due Date</span></strong> must have been set more than 7 days beyond the current date.<br><div><br></div> <div>The <b style="font-size: medium;">Priority</b> is valued as 1 = High Priority to 5 = Less Priority.</div> <p><br></p> <div><span style="font-size: large;"><strong>Status</strong>:</span></div> <div><ul> <li> <span><span style="color: rgb(0, 0, 255);"><strong><span style="font-size: medium;">Pending (Blue)</span></strong></span> - hides Task from</span><span> Dashboard (home) screen.</span> </li> <li> <span style="color: rgb(51, 153, 102);"><strong><span style="font-size: medium;">In-Process (Green)</span></strong></span><span> - displays Task 7 days from Due Date and until completed. </span> </li> <li> <span style="color: rgb(255, 0, 0);"><strong><span style="font-size: medium;">Completed (Red)</span></strong></span><span> - archives Task and only visible when </span><strong>Show Completed</strong><span> box is checked</span> </li> </ul></div> <div><br></div> <div>The <strong>Private</strong><span> box makes a Task only </span>visible to the assigned user.</div> <div><br></div> <div><br></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"><br> </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);"><span style="color: rgb(192, 0, 0);"><span class="current" style="color: rgb(127, 96, 0);"><span class="current" style="font-weight: bold; color: rgb(255, 0, 0);"><span style="font-size: medium;">NOTE</span>:</span><b class="current"> Tasks created on a Client's profile <span style="font-size: medium;">Tasks</span> tab will populate the dashboard (home screen) Tasks area with the client's name. <br><br></b><p><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;"></p> <br></span></span></td> </tr></tbody></table> <div><br></div> <div><br></div> </div> 1000085158 590 1000029860 2017-03-31T09:24:30-06:00 1001036038 1 2 2 1 Creating Tasks (Video) 2016-05-09T16:17:15-06:00 1001036038 1 2014-03-11T10:23:02-06:00 0 0 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. <p><a id="moodle01"></a></p><p style="">To open an existing task:</p><p style=""><br></p><ol> <li>Click on Task</li> <li>Once a task is opened:</li> </ol><p><br></p><ul> <li>It can be assigned to someone else using the <strong><span style="font-size: medium;">Assigned to</span></strong> 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><p><br></p><p>To view completed tasks, open the Task manager section and click on the <strong><span style="font-size: 14px;">Show Completed</span></strong> checkbox at top. On this same page, you can view other users' tasks from the top-right if you have the <strong><span style="font-size: 14px;">Overlay Tasks</span></strong> permission.</p><p><br></p><p><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;"></p><p><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"></p><p><br></p><p><br></p><p><br></p> 1000085158 372 1000029861 2017-03-31T14:12:39-06:00 1001036038 2 2 0 0 Managing Tasks 2016-02-16T10:48:52-07:00 1001036038