Adding a task in the task manager

The task manager is a tool to create and assign tasks to staff members to better streamline day-to-day operations. A task can be given a due date and its progress can be tracked.

To add a task in the task manager:

  1. Click the App Drawer button .
  2. In the App Drawer, click Tasks.
  3. On the Task Manager page, click ADD TASK .
    • Under Due Date, select the date and time by which the task should be completed.
    • Under Assign To, select the staff member to which you want to assign the task. Begin typing the staff member’s name and choose the correct client from the autofill choices that appear.
    • Under Client, select the client associated with the task. Begin typing the client’s name and choose the correct client from the autofill choices that appear.
    • Enter the Task Title.
    • In the Description field, add any information about the task. Formatting choices, including adding links, can be made in this box.
  4. Click ADD. The task will be assigned and saved.
    • If this task is linked to a client, the task details will show up in their profile and as an icon on any Appointment or Class attendance lists.
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