Create a Personal Task
Select Tasks in Global Navigation, then select New Task to open the New Task window.
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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, Technicians, etc.)
Due Date: Date the task will be completed by
Category: Task type (such as Call Back, Technician Follow Up, Labs, General To Do, etc.)
Priority: Importance of the task (Normal, Urgent, or STAT)
Select Save.
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.