Create a task

#Create a task

1. Click New task, or press N on any page. New task is at the top of the Today and Tasks pages, and on every profile.
2. In Who is this about?, type a name and pick the person: a client, therapist, peer or case manager. It's optional.
3. Type a Title, for example "Call about insurance renewal".
4. Pick a Category. This one is required.
5. Set a Due date, or click one of the quick buttons.
6. Pick a Priority and choose who to Assign to.
7. Add a Description if it helps.
8. Check Also on this task at the bottom.
9. Click Create task, or press Ctrl + Enter.

#Who is this about?

Once picked, the person shows as one line. Click Change to pick someone else.

Leave it empty for general office work, like ordering supplies. A category such as Headquarters keeps these together.

#Category

Click a colored chip to choose it; click again to clear it. Without one, you'll see Pick a category.

When you pick a person, Caseglen chooses the category last used for them. You can change it.

Need a new one? Click + New category…, type the name and click Add (or press Enter). See Task categories.

#Due date and priority

• Due date: pick a date, or click Today, Tomorrow, Next Mon or In a week. Click No date to clear it.
• Priority: click Low, Normal, High or Urgent. New tasks start on Normal. High and Urgent show a flag.
• Assign to: starts with your agency's clinical director. Choose Nobody yet if you're not sure.

#Also on this task

For a client, their care team is on the task by default. The line shows who, for example Also on this task: Dana Cohen, Avi Stern +1.

1. Click Change to open the list.
2. Untick anyone who isn't involved.
3. Click + Add someone else to add another person.
4. Click Done to close the list.

Everyone on the task shows in its Contacts, and the task goes into their Log.

#Prefilled tasks

• From a profile: click New task (or press N) on a profile. The person is already picked.
• From a logged call: after you log a call, click Create task from this. The person is picked and the description has what you wrote. See The log.
• From the calendar: click + New task for this day. The due date is set. See The calendar.

Typed something and want to stop? Click Cancel. Caseglen asks Discard this new task? first.

#What happens next

• The task shows on the board in Not started.
• The person it's assigned to gets an email (unless they assigned it to themselves). See Emails you get.
• A line like "Task #21 created: …" is added to the Log of everyone on the task.