Task Management
Comprehensive guide for creating, managing, and tracking tasks across your practice.
Task Setup
Configure task module settings, default values, and practice-wide task preferences.
Under DevelopmentAdd Task
Create new tasks, assign them to team members, and set priorities and deadlines.
Under DevelopmentRecurring Task
Set up tasks that repeat automatically on daily, weekly, monthly, or custom schedules.
Under DevelopmentEdit Task
Update task details, modify assignments, change deadlines, and update task status.
Under DevelopmentBulk Actions in Tasks
Perform actions on multiple tasks at once: update status, reassign, change priority, or delete.
Under DevelopmentTask Dashboard
View comprehensive task overview, analytics, and insights for your practice.
Under DevelopmentTask Timesheet
Track time spent on tasks, log billable hours, and generate timesheet reports.
Under DevelopmentTask Billing
Convert completed tasks into invoices, track billable work, and manage task-based billing.
Under DevelopmentTask Comments
Add comments, updates, and notes to tasks for better team collaboration and communication.
Under DevelopmentTask Reminders
Set up reminders and notifications for task deadlines, updates, and important milestones.
Under DevelopmentShare Task with Client
Share task progress and updates with clients through secure client portal access.
Under DevelopmentCustom Fields in Task
Add custom fields to tasks to capture practice-specific information and requirements.
Under DevelopmentTask Permissions
Configure who can view, edit, assign, and manage tasks based on roles and permissions.
Under DevelopmentTask on Mobile App
Access and manage tasks on the go using the CA Cloud Desk mobile application.
Under Development