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In a client's profile, why would I want to 'Create a Task' and what does it afford me?

'Create a Task' allows you to make an assignment for yourself or other users in the system to be completed in relation to a client. Users can set priority for the task, due dates, even monitor status of the task. This feature greatly assists with staff and client management. Some common uses are to remind yourself or staff to contact a prospective client, obtain updated credit card information, or even inquire about their experience after a class or clinic.

Below are links to our User Guide on creating tasks:
How to Create a Task
How to Create Activity Subjects for Tasks and Activities

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