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DocumentationCustomer RecordsHow to assign tasks to your customer?

Assign Tasks

The tasks functionality in AyloCare allow you to create, manage, track and assign tasks efficiently. Tasks can be organized into two lists: To-Do and Completed. Below is a guide on how to use this feature effectively.

Creating a Task

To create a new task, follow these steps:

  1. Navigate to the Tasks section in the dashboard.
  2. Click on the ** Create New Task** button.
  3. Enter a name for your task in the Task Name field.
  4. Optionally, add a description in the Description field.
  5. Set a Start Date and Due Date if needed. Both are optional.
  6. Click Save to create the task.
Ensure you save any changes before navigating away from the task editing screen.

Managing Tasks

Tasks are organized into two lists: To-Do and Completed. Here’s how you can manage them:

Moving Tasks Between Lists

To mark a task as completed, check the box next to the task in the To-Do list. It will automatically move to the Completed list.

To move a task back to the To-Do list, uncheck the box in the Completed list.

Editing Tasks

You can edit the details of a task (e.g., name, description, dates) at any time by clicking on the task and making changes.

Deleting Tasks

Tasks can be deleted if they are no longer needed. This action is irreversible, so proceed with caution.

Searching Tasks

You can search for tasks by their title or description using keywords. This makes it easy to find specific tasks quickly.

Use the search bar to quickly locate tasks by their title or description.
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