Task Master Status Explained
When you assign the status of Task Master to a Careview User,
they can:
- Create Tasks for other Careview Users.
- View and edit Tasks created for any Careview
User from the Task Console.
- Reassign Tasks to any Careview User.
Related Articles
Default Task Status Setting
Use the following steps to manage your Default Task Status in the Task Console and Create Task screens. Prerequisite - You will need to create your Tasks Statuses before you make changes to this Setting. 1. Click on Settings. 2. Under ...
Task Statuses Setting
Use the following steps to manage your Task Statuses to select from when creating/editing a Task. 1. Click on Settings 2. Under Tasks, click on Task Statuses. 3. The Task Statuses screen displays. Click +New. 3. The New Task ...
Create a Client Task on the Client Profile
Create a client task on the client profile, using the following steps. The client profile Status must be Active or Pending (System Status only) to create a task. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for ...
Filter Tasks in the Task Console
By default, all tasks will display in the Task Console. You can then choose to filter them. You can filter the tasks by the below options: specific Client Assigned To staff member Category Priority Status Due From / Due To Date ranges You can also ...
Task Console
The Task Console enables you to create and view all Tasks from one central point in the system, then filter them in a number of ways. Use the following steps to access the Task Console. 1. From the menu, click CRM, then select Tasks. 2. The Task ...