1. Go to Task Manager
- Click: the icon Task Manager
2. Task List Icon
- To: edit a task, you need to head over to Task List to see an overview of all Tasks
3. Three Dots ... (Action Button)
- 3 Dots: click the Action button followed by Update to get to the Task to change any the information
4. Update Resident or Facility Task
- Select: from the different sections to change anything with the Task
- Click Save when finished
5. Update Changes (Strategy)
- Discard Old Recurrences: This option will delete the signatures of completion and update the Task with new parameters
- Keep Old Recurrences: This option will make a new Task with the updated parameters and keep the old task with all signatures intact, leaving a copy of the old Task
- WE RECOMMEND CHOOSING THIS OPTION
6. Complete Task (Another Way)
- Go to Task Board
7. Drag and Drop to Complete
- Take: the task and drag it to the Done column to complete the task
- Complete Task to finalize