The Tasks list under the Tasks tab on your dashboard shows all Tasks created by your agency in AlayaCare. Tasks assigned to a specific Employee will also appear in the Tasks tab on the Employee's profile, and Tasks associated with a Client will also appear in the Tasks tab on the Client profile.
To access the complete Tasks list, click the Tasks tab from the main dashboard.
You can also access a version of this list by clicking the Tasks Due Today KPI to open a filtered list of all Tasks that are currently due or overdue. The My Tasks Due Today KPI will filter the list to show only currently due and overdue Tasks assigned to you.
Tasks will be listed by their ID number in descending order. To reverse this order, click the arrows next to ID.
To review the details of a Task, click the View button on the Task.
Task with Form Attached:
By default only Open Tasks will be shown. Click the icon to view the filters available for the Tasks List.
Type the name of a Client, Employee, or Task in the Search field to search for specific items. You can also filter by Due Date (Due Anytime, Due Tomorrow, Overdue, No Due Date, Due Today), Task Type (General, Form Attached, Event Task), Status (Open, On Hold, Closed, Rejected, Pending), Assigned status (Assigned, Not Assigned), Form Submission status (Has Submission, No Submission), Priority (Low, Normal, Important, Urgent), Client Group, Employee Group, and Employee Department.
Note that when you select more than one Client Group or Employee Group you will have the option to choose whether you wish to search for Tasks in Any or All of the Groups selected.
If the Form attached to a Task has been submitted, a tooltip with the name of the Employee who submitted the Form along with the date and time will appear next to the Task Name.
To change the Status of a Task, click the pencil icon next to the Status.
Select the Status you wish to set from the dropdown and then click the check mark to save the new Status.
- How do I create a new Task?
- What are the different types of Tasks in AlayaCare?
- How do I edit/assign/delete a Task?