When scheduling a client visit you have the option to add tasks. These are designed to be reminders for your carer to carry out when they're with their client.

You can do this by going to Admin Menu > Settings > General settings > Tasks:

You can switch between lists of your active and inactive tasks using the buttons at the top.

To add a task, click the Add new task button and enter the name in the dialog box that appears. You can then click Add new action to add an action that carers can complete on the mobile app, such as a checkbox or text field. You can add multiple rows of actions.

When you are done, click Save. This new one will now appear on your list of active tasks.

To make the task inactive, click View next to the task in the list and use the drop-down menu: 

Please note: You cannot edit other settings of tasks once they are saved, so if you need to change something you can make the incorrect task inactive, and create a new one to replace it.
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