Adding tasks to an Action Plan

As part of your care plan you and primary supporters can effortlessly enhance your experience by adding tasks to Action Plans. Tasks can encompass a wide range of activities, from requesting primary supporters to review documents to asking for a drive to upcoming appointments.Tasks help improve communication and coordination with everyone on your team, ensuring that everyone stays informed and engaged.

Follow these steps to add a new Task to your Action Plan:

1. Click on the Tasks bar.
2. Click on Add task.
3. Write a Task description (what is to be done).
4. Determine if the task can be completed at any time or should be scheduled (occurring once or repeating)
5. Assign the task (if required) to a member of your team.