After creating a task you can go back and change the description, time, frequency and assign it to another staff
Updated on May 3, 2022
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
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