CP Help
CliniPaths ID:
00905
Status:
Editing
Owner:
Lauren Demo, Administrator
Authors:
Last revised:
Mar 20, 2023
Areas:

How do I create a Task?


Decision Nodes

Click menu item "Tasks" to open the tasks page.

On the tasks view page, filter tasks using links in left panel, search using input in upper right, and filter or sort on columns. Click "Assign Task"  to assign a new task.



On "New Task" popup complete fields.



Include Pathway or other assignment type.

Click "+ assign pathway" to associate task with a pathway (form, or quiz). The Pathway may include user inputs such as checklists that must be completed before the task is marked complete.



Assign tasks to multiple assignees.

You can assign a task to multiple people collectively, such that any assignee can complete that task. Alternatively, you can assign the task to multiple people individually, such that each assignee must complete the task.



Specify Due Date/time, or create a recurring task.

Tasks can be run once, or reassigned at a frequency you specify. When a recurring task is completed, a new task is created for the next recurring date.



Click "+ advanced" to expand advanced panel.

Attach a file, insert notes and receive completion notification.