03 How to Use My Task Dashlet

Using the My Tasks Dashlet

The My Tasks dashlet provides a view of all Tasks created within the system. Tasks provide a means of communication within the system.

• Tasks can be generated from the following locations: Client Admissions, Client Assessments, Client Consents, Client Treatment, Client Notes, Employee Certifications, Scheduled Events, and Timesheet Entries.

Helpful Hint: Only the creator of a task can close a task.

• Tasks can also be created directly from the My Tasks dashlet by clicking on Add A Task. Note: adding a task in this way does not directly link to a record, so it is highly recommended to create a task from its related record (client consent, employee certification, etc).

Helpful Hint: One important use of tasks is when a supervisor needs a caregiver to make corrections on a note. This is covered in detail by the “Using Note Tasks” course.