Tasks are items that need to be completed. Tasks can be assigned to both Users and Clients in the ClientTrack platform. Tasks can be created with specific due dates and assigned parties to monitor progress. They can also be linked to the Calendar feature.

Assigning a Task to a User

1. Navigate to the Home Workspace and select User Tasks from the My ClientTrack Menu Group.

2. The User Tasks form will display all current, non-completed Tasks. To add a new Task, select Add New Task in the right-hand corner.

3. The Add New User Task form window will appear, where you will enter a Title for your Task and any Notes in the open text field.

4. Next, assign a Begin Date and a Due Date.
5. Select the Task Status from the dropdown menu.
6. The Task to be Completed For will automatically default to the current User. If this needs to be changed, use the Find icon to do so.
7. Lastly, select the Participants that will be associated with this task, and their Role.
8. Once the Task has been created, it will display on the User Tasks form and can be Edited, Deleted, or Marked Complete using the appropriate icons.

Assigning a Task to a Client

1. Navigate to the Client Workspace and find the Client in Question. From the Client's Dashboard, select Client Tasks from the Client Management Menu Group.

2. The Client Tasks form will display all of this Client's Tasks. To add a new Task, select Add New Task in the right-hand corner.

3. The Add New Task form window will appear where you will enter a Title for your Task and any Notes in the open text field.

4. Next, assign a Begin Date and a Due Date.
5. Select the Task Status from the dropdown menu.
6. The Task to be Completed For will automatically default to the current Client. If this needs to be changed, use the Find icon to do so.
7. Lastly, select the Participants that will be associated with this Task, and their Role.
8. Once the Task has been created, it will display on the Client Tasks form and can be Edited, Deleted, or Marked Complete using the appropriate icons.