This article outlines the steps to effectively use Barti's Task Manager for managing personal tasks and team assignments.
Key Steps
1. Accessing Barti's Task Manager 0:00
The Task Manager can be found on the right side of the Homepage
Familiarize yourself with the three views:
My Task: Your personal tasks.
Assigned by Me: Tasks you have delegated to others.
All Tasks: A comprehensive view of all tasks in the practice.
You can filter by Open Tasks, Completed Tasks, or Both.
2. Creating a Task 0:48
You can create a new task from:
Task Manager
Right hand panel (relevant patient information will be autofilled)
Fill in the task description.
Reassign the task to a specific user if needed. By default the task is assigned to the current user.
Optional
Set a deadline for the task.
Link the task to a specific patient.
3. Viewing Task Details 1:59
Task details can be viewed in the Task Manager.
Hovering over user initials reveals the full name associated with the user who is assigned to and created each task.
To edit the task, click the 3 dots, then Edit Task
4. Marking a Task as Complete 1:46
Once a task is completed, check off the box next to it. The task will be hidden from the open status view.
5. Viewing Completed Tasks 1:56
Click on the Completed button to view all completed tasks.
Completed tasks will be sorted from most recent to oldest.
6. Handling Deactivated Team Members 2:15
If a team member is deactivated, their assigned tasks will automatically be reclassified as unassigned tasks.