Task Types and How To Use Them

Task Types and How To Use Them

When to Use Task Types

Task types are used to create, track and manage tasks that you want to request outside of the existing list of service offerings that can be booked. These tasks are separate items like:
  1. A reminder to call a client
  2. A task that someone in the admin team needs to complete
  3. A request for a staff member to drop into the office for something
  4. A reminder to call back a family member
  5. A request for a report or document to be sent
In deciding what task types to add, it is helpful to think about how your teams will use the tasks action board, which allows you to assign certain tasks for response and completion. Task types allow you to categorize tasks in the system. For example, you could create task types for certain queues as well as to make reports on certain activity or lack of activity. Task types are also used in customer service task automation for booking changes.

Where to Add Task Types

Here's how to get to the section where you can add task types:
  1. Go to the main side menu of your CareVision profile.
  2. Go to Settings.

  3. Select General Config.

  4. Scroll down to Task Types.
From here, you can start adding Task Types to the list.

How to Add Task Types

Here's how you can add task types:
  1. Click "Add Task Type".

  2. Type in the name of the task type.

  3. Tick the box that says "Available for New Tasks". This publishes the task type and makes it active in the system. If you want to create the task types and make them available later you can leave this unticked and come back later when you are ready to make this task type active

  5. Click "Save".

A task type can be archived by clicking the pen icon to the right of a task type on the list and unclicking the tick box that says "Available for New Tasks". This unpublishes the task and makes it inactive in the system.


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