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About Adding Multiple Tasks
The ' Add Multiple Tasks ' button allows quick access to simultaneously add (and assign ) multiple new tasks to a staff member right from any screen in SmartAdvocate®.
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Select Add Multiple Tasks
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Click the 'Add Multiple Task' button.
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The Add Multiple Tasks panel will open.
The Multiple Tasks available are based on task groups. See Task Groups for additional information on creating task groups. Note that task groups require Task Templates.
Adding Multiple Tasks
Multiple tasks can be added to a case using The Add Multiple Tasks panel.
Task Requestor: The name of the staff member who has requested that these tasks be completed. By default, the task requestor will be the staff member who created the multiple tasks request.
Send Email to Requestor: Whether to send an email to the task requestor upon creation of the multiple tasks.
- Tasks Groups: The tasks groups from which the tasks groups will be available
Select the Task Requestor from the dropdown menu.
If applicable, place a checkmark in the Send Email to Requestor checkbox.
Select a Tasks Group from the dropdown menu. See Task Groups for additional details.
Task groups require Task Templates.If applicable, place a checkmark in the Send Email to Assignee: Whether to send an email to the assignee upon creation of the multiple tasks.Task: A list of task templates that have been added to the chosen task group. checkbox.
Place a checkmark in the row for the Task(s) to add.
By default, all available task templates will be included in the multiple tasks assignment. However, however you can chose choose which task templates are actually included using the check boxescheckboxes.Description: Any description attached to the task template.
Assigned To: The name of the staff member to whom each task has been assigned. If necessary, enter or edit the Description.
Select the Assigned To from the dropdown menu.
When creating multiple tasks, each individual task can be assigned to a different staff member.Enter a Due Date: The date by which each individual task must be completed. .
When creating multiple tasks, each individual task can have a different due date.Days: The number of days from the date the tasks are created by which each individual task must be completed. Enter the number of Days.
When creating multiple tasks, each individual task can have a different due date. Changing the number in the Days column will also change the due date for that task.Select SAVE to add multiple tasks.
Otherwise, select CANCEL to return to the previous screen.
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