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.


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