Create a Personal Task

From Global Navigation, you can create a task for yourself or other clinic staff that is not associated with a client or patient.

To create a task:

1. Select Tasks in Global Navigation, then select New Task to open the New Task window.

2. Complete the following fields:

   • Title: Name of the task

   • Description: Details of the task

   • Assignees: User(s) who will complete the task

   • Assign to Department Group: Clinic department relevant to the task (such as Grooming, Boarding, Emergency, or Technicians)

   • Due Date: Date the task will be completed by

   • Category: Task type (such as Call Back, Technician Follow Up, Labs, or General To Do)

   • Priority: Importance of the task (Normal, Urgent, or STAT)

3. Select Save.
   

   

Where does the saved task display?

When you create a task for yourself, the task displays in the My Tasks window when you select Tasks in Global Navigation.

When you create a task for another user, the task displays in Dashboard > Tasks > Location Tasks.

Video: Create a Personal Task