Tasks - auto populating
It would be great if an action in AlayaCare (ie. creating a client/employee account, deactivating an account) could "release" some pre-determined tasks. In our previous system we had a whole list of auto populated tasks and when an account was created, the tasks were automatically assigned with pre-set due dates. In the background we could set which admin the task was assigned to, and the amount of days the task is due from when the action occurred.(ie. follow up with family 4 days after account is created.) This was really helpful to remind admin staff of certain tasks that need to be done upon activating/deactivating an account. It's also nice that once the task is completed, it still lives on the client's account and the admin's account. great way to know which parts of the process have already been completed and by whom.
This may be a "dream" idea, but could be VERY helpful and certainly something we do miss from our previous software.
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I also strongly agree that it would be extremely helpful.
This probably goes off on a slightly different tangent but it would be great for other areas of AlayaCare to be automated. There are many things that we now have to do manually in AlayaCare that our old system did automatically. We certainly now have to spend more time that we did before on transactions to maintain our Clients' accounts.
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to add onto my task request from previously:
We require the ability to link tasks to an employee's account, the same way that tasks currently link to a client's account. I understand that it is linked to an employee account if they are the "assignee", however I would like to ability to link it to the employee account with an admin being the assignee. Basically in the spot where we can select "client" it would be nice if that category was client/employee, OR if there was a separate column for employee. that way any task would be linked to EITHER a client or an employee.
one use case example: Our hiring manager reaches out to our employees at the 3 month mark to congratulate them for passing probation. currently our system is to use tasks outside of AlayaCare (Outlook tasks or other). This task should be able to be housed within AlayaCare and should LINK to the employee's account. that way any admin can go to their account -- tasks and see that the task was completed.
**This is just one example of on task. we have many tasks that should be accounted for in AlayaCare**
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