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.