What are Tasks?

In Behavioral Case Manager, tasks play a crucial role in managing and tracking different steps within a case. Users are assigned specific tasks to ensure that each step in the workflow is completed efficiently. These tasks are included in predefined processes, which are pre-configured and ready to use in standard workflows. Additionally, tasks can be added to custom Process Models, providing flexibility and allowing users to tailor workflows to meet specific needs or unique requirements. This combination of default and custom task management helps streamline and optimize case management processes.

Assign/Add tasks 

1. Log into Case Manager.
2. Select Cases tab.
   1. Alternatively, cases can be found on homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Find NTAC case and select the three-dot Vertical Ellipsis.
4. Select View.
5. Locate the Gather Information or Case Management sections.
6. Select the Information to Gather tab.
7. Check the box next to the information to be gathered for the task
8. Select the Assign Tasks tab.
   1. To Create a New Task:
      1. Click the Assign Task button.
   2. For Existing Tasks:
      1. Find the task and click Edit.
   3. Complete the the following fields:
      1. Task (Required) - Add title of the task. 
      2. Assign User (Required) - Choose user to assign the task to.
      3. Due Date (Required) - Assign a due date for task completion.
      4. Email Reminders - Choose to remind users prior to due date of the task.
      5. Recurrence - Choose to make a task recurring daily or weekly. 
      6. Description (Required) - Briefly describe any additional details required for the task.

Completing Tasks

1. Log into Case Manager.
2. Click dropdown by username and select My Tasks.
   1. Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
      1. Find desired task and click three-dot Horizontal Ellipses.
3. Find the desired task and click three-dot Horizontal Ellipses.
   1. View Details - View the details of the tasks
   2. Go to Case - View the case 
   3. Edit - Edit the details of the task
   4. Mark Complete - Mark the task complete 
   5. Add to Calendar - Add to Calendar for reminder purposes. 
   6. Delete - Delete the task. 
4. To input information for tasks:
   1. Click three-dot Horizontal Ellipsis and select Go to Case.
   2. Select the Input information Obtained tab.
   3. Complete the following fields:
      1.  Status - In Process or Complete
      2. Information Source (Required)
      3.  Team Member Responsible (Required)
      4. Review Information From and/or Speak To (Required)
      5. Date and Time of Conversation (Required)
      6. Conversation Location (Required)
      7. Conversation Notes (Required)
      8. Conversation File Attachments
   4. Click Save Conversation.
5. To edit existing information:
   1. Find the desired conversation and select Edit.