Task items can be created in two ways:

1. Automatically: a new task is created automatically each time a document is added to the patient's chart.
2. Manually: tasks can be manually created from the tasks list.

To manually create a new task item, follow the steps below.

To open the Task Manager, click on the SOAPware menu, then select Tasks.

*Note: If you would like to create a task that is associated with a patient, open the patient's chart before opening Task Manager.

On the Task Manager toolbar, click the Green + button to add a new task item.

If a patient's chart was open when the Add Task button was clicked, SOAPware will prompt you to indicate if the task should be associated with the current patient.  Click Yes to associate the task with the current patient, or No to create a task that is not associated with a patient.

Complete the Create Task window by filling out the following information:

• Description: enter a description for the task
• Owner: the user that created the task (or the Provider if the task is associated with a document)
• Assigned to: select the user that the task will be assigned to
• Due: enter the due date
• Reminder: select a reminder date/time if desired (this will generate a pop-up to remind the Assigned To user of the task at the selected date/time)
• Priority: indicate a priority for the task
• Action/Status: select the action/status of the task
• Type: only used when task is associated with a document - can be left blank
• Notes: add any notes if desired

Click Save to create the task and send it to the Assigned To user.

The task item has now been created and placed on the assigned user's task list.