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The 'Add Task' button allows quick access to add (assign) a new task to a staff member right from any screen in SmartAdvocate®.

Add a Task

  1. Click the 'Add Task' button.

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About Adding a New Task

The Task button on the Quick Add Toolbar takes you to the same place as ADD TASK.

  1. Select Task.

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  1. Follow the instructions for Tasks. See Tasks for additional information.

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Related Pages

Tasks