Create, apply, and automatically assign tasks from Task Manager using Templates
FAQ: I have a handful of tasks I want to automatically be created when I create a Resident; how can I do that?
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Accessing Task Templates
- Go to Task Manager and click on the Templates tab in the top right corner.
- If you haven’t created any templates yet, this page will be blank.
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Creating a Task Template from an Existing Task
- Navigate to a resident's Task List in the Task Manager.
- Click the three dots next to a task and select Create Task as Template.
- The task’s details will be copied into the Task Templates section.
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Editing a Task Template
- In the Task Templates section, select a template and click the three dots to update its details.
- Adjust task name, description, time, and recurrence settings as needed.
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Understanding Usage Options
- When creating a resident profile, the system will ask if you want to apply task templates.
- Ask on Create: Lets you manually decide whether to assign the task to a resident.
- Automatically Apply: Assigns the task to the resident by default (e.g., a monthly weight check for all new residents).
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Using Task Templates for Residents & Facilities
- Templates can be applied to individual residents or set as facility-wide tasks.
- After applying a template, you can edit the task before marking it as done.
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Applying a Template When Creating a Task
- In Task Manager, go to the Task List and click Create Task.
- Select Create from a Template and choose the desired template.
- The task will appear in the resident’s task list and be scheduled accordingly.