Assign tasks to other staff
Allow me to create a task and assign it to another staff member.
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Robert Peacock commented
This feature would be a wonderful option to delegate tasks.
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Marissa Revord commented
Hello,
I am using your task feature to track follow up items with patients and I wondered if there is a capability to allows others within our company to see my tasks. This would be helpful for monitoring progress while a staff member is on vacation or out for the day.
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WHITNEY MINNICK commented
We like the new Task feature at our office. But it would be helpful if you could make tasks for other staff members. As an administrator, it would be helpful to create a task for a provider relating to a specific client that needs addressing such as a balance or need for insurance information so when they see that client they will be reminded to address it.
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Nakieta Lankster commented
It would be great to be able to assign tasks to staff in the task list.
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The added task list feature is a great start! Would like the ability to assign a task to someone else. Also would be nice to search for a client name instead of having to scroll, especially having over 1,400 clients active in our system.