Tasks - Step by Step

Tasks - Step by Step

Tasks within CAC CareNet allows you to setup custom action items for a specific client. Within tasks you can assign specific personnel, select notification and reminder preferences and even priority level of that task. To learn more about how to use tasks please follow along below.

Step 1. Navigate to a client profile to create a task.
Tip: Any tasks you create within a client profile will also appear on the dashboard!


Step 2. After loading up a client profile the tasks box will appear on the profile tab. To add a new task press the 'New Task' button.

Step 3. After pressing new task a popup will appear and you can start entering in information for this task. Within this section you have the ability to:
  1. List (A): Select the list you would like this task added to. The list options that appear are fully customizable.
  2. Task (B): Title of the task needing to be completed.
  3. Description (C): A longer description of the task if needed.
  4. Personnel (D): Any personnel attached to this task. This field is multiple select. Note: Any personnel attached to a task will receive reminder notifications.
  5. Clients (E): The client(s) you would like this task applied to (this will autofill).
  6. Reminder (F): Reminder time amount.
  7. Start/Due Date (G): Start and due date of your task.
  8. Status (H): Status of the task
  9. Priority (I): Priority of the task
After filling out the popup press the save button.


Step 4. After creating your task it will appear within the task table (both on the client profile and dashboard). At a glance you can view the task, status, due date and priority level. To view/edit/delete a task press the paper icon (A). To mark a task as complete you either press the green check mark (B) or view the task and press the complete button.


    • Related Articles

    • Running a Site Report - Step-by-Step

      Running site reports within CAC CareNet is an extremely easy process! Site reporting allows you to run pre-built reports with just a few clicks. To learn more about running a site report please follow the steps below: Step 1. From the left hand ...

    • Changing Your Site Settings - Step by Step

      Within CAC CareNet we give each individual center the ability to choose their preference for site settings. This includes: Timezone: Your local timezone. Primary contacts: Primary contacts for the center and referral manager. Primary agency: If ...

    • Using the Case Tab - Step by Step

      The Case tab within CAC CareNet gives you space to enter in case information for your client. Within this tab you can enter in presenting, Law Enforcement (LE), CPS (Child Protective Services), and Client Prosecution information. To learn more about ...

    • Building a Services Count Report - Step by Step

      Having the ability to pull custom service reports within CAC CareNet is an important feature. As checking on services applied during a reporting period can be important to grants and also ensuring data entry is correct. A services count report is an ...

    • Referral & Video User Setup (Portal) - Step by Step

      The new portal option within CareNet allows you to have more customization over referral users, video referrals and dual access to CareNet. Specifically, when a portal user is setup you can: Designate a user as only referral Designate a user to only ...

    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.