Both system-generated and ad-hoc tasks are shown under any Task tab on the Home Page. Common Task tabs are 'My Tasks' or 'All Tasks'. These will be listed in date order with the most overdue task at the top.

A coloured traffic light system also helps to prioritise tasks:

These can be sorted as required by clicking on any of the column headings.

As a time-saver, you can also click directly on the Task Name (which is a link), which will take you to the relevant page in the system to carry out that Task.

Once that task has been completed, it will no longer appear on the Home Page.

You can also view open Tasks relating to an individual Injury record on the Summary page of that Injury record.

A Task can be added against an Injury record via either the Summary page, when adding a Note with follow-up or via the Injury record's Details > Tasks page.

On the Summary page, find the Tasks section and select the Add button. You can set a due date using the date picker and also specify which user is responsible for completing the Task via the Owner drop-down menu.

Once a Task has been added, it will appear on the Summary Page, as well as on the Tasks page (Details > Tasks). When the Task is coming up to being due, it will appear on the Home Page, as well as in the Tasks section on the Summary page of an Injury.

To edit a Task, go to the Tasks page of that file and find the Task that requires editing. Once found, select the three dots found to the right of that Task, then select Edit from the drop-down that appears.

Once selected, you'll then be able to update the details of that Task as needed, then select Save.

Depending on the specific Task, Tasks can be completed either by updating something in the system or by checking the checkbox next to the Task on the Injury Summary page.

Using the 'Complete' checkbox will save today's date as the Date Completed.

As an example, the Task 'Employee Claim Form required' is able to be completed by adding an Employee Claim Form to this Injury record.

Clicking the Task Name will take you to the required page within the Injury record to complete the Task.

Completed Tasks will no longer be visible on the Home page or Injury Summary page.

When adding a Task, a user can use a Task Template to help prefill information in the Task, if these have been set up in their account. Admin Users are able to create and manage Task Templates.

Task Templates will populate the Task Name, Due Date and Task Owner. All values can be overridden as required prior to the Task being saved. The Templates are designed to help save time for data entry of standard Tasks that need to be added.

Task Profiles are a group of Task Templates that can be applied all together. Admin Users are able to create and manage Task Profiles.

If Task Profiles have been set up in an account, and apply to the Policy an Injury record is assigned to, Task Profiles can be added by selecting the Profile on the Task section of the Summary Page.