How does the Task List work?

Watch the tutorial video below to learn how to effectively use the Task List. It also demonstrates how to filter your view based on specific criteria, such as Task Type, Life Cycle, or Status.

Understanding Task Lists in Task Manager Module

1. Toggle Between Resident and Facility Tasks

   • Easily switch between resident tasks and facility tasks.

   • Filter the list based on specific residents.

2. Filtering Options

   • Filter by specific resident, role assignment, caregiver assignment, or staff assignment.

   • View tasks specific to a selected individual.

3. Additional Features

   • Expand all tasks to view more details.

   • Use filters for extensive filtration (status, type of task, life cycle, etc).

   • Create templates, print, and export information easily.

4. Utilizing Task List

   • Understand how to view tasks for residents.

   • Explore different filters to retrieve specific information.

5. Conclusion

   • Learn how to effectively manage tasks using the task list feature.

   • Enhance task management efficiency with filtering options.

   • Thank you and have a great day!