Adding Tasks to a Plan of Care

You can add Tasks to items (but not item details) within a plan of care and assign them to other users to complete.

In order to assign a task to a person, that person must have a valid e-mail address in AuthorSpace.

To add Tasks to an item, complete the following steps:

1. For an item, click the Edit button, click the arrow to the right of the Edit button and select Edit, or press CTRL+E to open the Workspace Editor.
2. In the Workspace Editor, select the Tasks tab.
3. Click the New button.
4. Type the task in the Subject box.
5. Click the Add button in the upper left-hand corner.
6. To assign the Task to the appropriate user, select a name from the To drop-down list at the bottom of the screen. You can assign multiple users to the same task.
7. Click the Save link. (To minimize the Workspace Editor, click the Save & Hide link.)

The icon will appear next to the appropriate items, indicating that there are associated Tasks.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014