How to Create a Custom Task

How to Add a New Task

How to Edit or Delete a Task

If you need to make changes to a task, locate the task and click on it.

From the expanded view, you should see three orange dots in the top, right-hand corner (you will only see these if you have permission to edit tasks).

From here, you can edit, delete or duplicate tasks, including recurring tasks. If the task is recurring, you will get to choose whether or not all those recurring tasks are getting deleted or just one.

How to Complete a Task

To mark a task as complete, simply click on the checkmark

If you need to mark it as incomplete or add notes, click on the task or press the grey arrow button in the bottom, right-hand corner.

From here, you can click on the X to indicate incompletion. You can also add notes.

How to View Tasks for a Specific Staff or Service User

Filter by Staff

To view tasks assigned to you (or another member of staff), click on the drop-down menu at the top to filter for that person's name.

Filter by Service User

To view tasks for a specific Service User, select the drop-down menu at the top to filter for that person's name.

*** Please ensure you are using selecting Service Users and Staff when creating tasks so that they appear when filtered for ***

Subtasks

You are now able to create Subtasks on the StoriiCare Tasks feature. Subtasks enable multiple tasks to be scheduled within one main task for completion. Subtask groups can also be saved as a template to be re-used on future tasks.

Use cases include:

  • Setting intake/onboarding subtasks when a new Service User is added.(e.g. 4 Assessments and a Care Plan to be completed)

  • Creating a multi-process task such as 'Breakfast' which may require multiple tasks to be complete before it can be marked as completed.

Actions can now be applied to any subtask. Actions enable staff to complete an entry on StoriiCare without leaving the tasks feature. Actions available at current include 'Log a Measurement', 'Fill a form' and 'Review a Care Plan'. Once subtasks set up, and specific actions are selected (e.g. Log a Measurement (Blood Pressure)) staff will be able to click the action directly from the task view, and enter the required data from the same page.

To create a subtask, follow the process of creating a task as normal - once the task title has been selected, select the 'Add Subtasks' option towards the bottom half of the task view.

You will be presented with the option to add a title, set a description and set an action for your subtask.

If setting an action, you will have the option to Log a Measurement, Fill a Form or Review a Care Plan.

You will have the option to add multiple subtask sections, in addition to adding a title to each subtask section if required.

Subtasks sections can be saved as Templates, which can then be loaded in the future to be used in other tasks.

(Load a template view)

Once subtasks are setup, they can be marked as complete by selecting the checkbox next to each subtask within the standard task view. A percentage completion bar will display showing up-to-date progress of subtask completion.


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