New task
The functionality of entering a new task into the reception's timeline or calendar is simple and quick. This way, the user is reminded of the content that must be completed within a certain deadline.
Functionality New task is displayed to us when we right-click on the selected date and time in the Reception | Calendar view.
|
|
TIP
You can read the technical instructions and descriptions of the fields in the new task entry window in the chapter Calendar.
|
Below, we present an example of entering a new task.
 |
EXAMPLE DESCRIPTION
The receptionist wants to enter a new task in the Reception module for December 27, 2022, at 11:00 AM. The receptionist enters the appointment by following these steps:
- Reception
- Task entry
- Task
|
1. Reception
The responsible person opens the module Reception, by selecting Veterinary | Reception.
In our case, it opens on the tab Calendar view.
Continues to enter the task.
2. Task entry
On the calendar, the responsible person sets the date to December 27, 2022, and the time to 11:00 (as shown in the image below).
By right-clicking on this field, a set of functionalities that can be selected opens.
From the list, select the option: New task.
A window opens Task.
3. Task
The task data is entered as described in the user case Creating tasks.
