OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Using the Task Manager
Chapter 15 Using the Task Manager& Internal Bulletins
For information on
using the Task
Manager, see the
“Task Manager”
recorded video
tutorial and the
912 “Reports,
Internal Bulletin, &
Task Manager”
training course.
Notes
To open the Task Manager
On the OfficeMate main window, click Task Manager.
The Task Manager window opens.
• Click Refresh to refresh the Task Manager.
• To sort the columns in the Task Manager, click the column headings.
To add new tasks
Open the Task Manager window. For more information on opening the Task
Manager, go to To open the Task Manager on page 728.
Click New Task.
The New Task window opens.
Select a provider or staff member to whom you want to assign and send the task
from the Send To drop-down menu.
Type or select a date for the task from the Action date field.
Type a task in the Subject text box.
Select a priority from the Priority drop-down menu.
Select the status (open or completed) of the task from the Task Status Group
drop-down menu.
Type notes in the Notes text box, if necessary.
Click Save.
After a task is assigned to a specific provider or staff member, the task is visible
in the Task Manager window when the provider or staff member logs into
OfficeMate.
Note
To refresh the Task Manager after creating a task, click Refresh.
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