Training Documents - Task Manager
An Automatic Task is a task that, when marked complete, will create one or more follow up tasks.
How to Setup an Automatic Task
If you have already setup Task Areas and Task Types, you can skip Steps 1 and 2.
1. Set Up Task Areas
Task Areas allow you to organize tasks into groups.
Examples: Marketing, Admission, Clinical, etc.
- Go to the Setup Tab
- In the search field type Task
- Select the Task Areas option on the right
- Click "New"
- Enter the Task Area Name
2. Set Up Task Types
Task Types are the different groups of tasks that are associated with each Task Area.
(Example “For the Task Area Marketing“ You could have Mailing, Tour, Phone Call, etc.)
- Go to the Setup Tab
- In the search field type Task
- Select the option on the right menu Task Types
- Select the Area from the drop down list
- Click New to add a new Task Type
- Enter the Task Name
- If you want to measure the output on that task type “leave the Report Metrics box selected
- Optionally, you can enter a Task Type description
3. Create an Automatic Task List
The Automatic Task List will allow you to enter specific tasks that will Trigger other tasks when marked complete.
Example: Under the Task Type “ Mailing, you could have items such as Marketing Brochure, Admission Packet, News Letter, etc)
- Go to the Setup Tab
- In the search field type Task
- Select the option on the right Tasks Auto Task List
- Select the Task Area from the drop down list
- Click New
- Enter the Automatic Task
- Select the Task Type from the drop down list in the second column