Tasks are grouped by time period — such as Last week and Older — so you can quickly see recent and historical activity.
Each task row displays the task name, task type, duration, completed status, billable status, and the assigned staff member.
Adding a Task
Click Add Task in the top-right corner to create a new Support Coordination task for this client. For full details on managing tasks, see the Tasks page.
Searching
Use the search icon to find a specific task by name or keyword.
For a full overview of how tasks work, including how to manage, complete, and bill them, see the dedicated Tasks page.