Tip #208 - Additional Features Available for Tasks: Save and Mark Complete and Insert Text

The ability to assign and track Tasks are two of the most used functions in SmartAdvocate. Tasks are either assigned “manually on the fly” or can be made to trigger automatically using WorkPlans or Automated Procedures. Tasks are used to show (or remind us) what needs to be done, and when.

Two enhancements that were added to the Task function in the last update of SmartAdvocate include:

1. The ability to edit a Task, save the edits, and mark the task completed all in one step. (Previously, these functions had to be done individually).

2. We have added the “Insert Text” option to the “Mark Task Complete” dialog box.

 
Edit, Save Task and Mark Completed
Here is an example of a Task being edited. We want to mark the Task completed, but, at the same time, also want to modify the Task Type and Description.

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Here, you see that the Task Type and Description have been modified.

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We will now Save the updates and Mark the Task Completed at the same time.

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Insert Text in the “Mark Task Complete” Dialog Box
You have always had the ability to insert a “Note” in the dialog box when marking a Task completed._[1]

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We have now added the “Insert Text” functionality to the dialog box, which you can use to insert some preselected data into the Note.

The options include:

• Contact Information (name and phone number of any contact in the case) 

• Time Stamp 

• Document Link(s)

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Selecting “Contact Information” will display a list of all contacts in the case and allow you to insert the Contact Name and phone number, Contact Number only or Contact Name only.

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Selecting “Time Stamp” will insert the current system date and time, and the name of the staff making the entry.

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The “Document Link(s)” selection, will allow you to select from the list of documents in the file and insert unique document link(s) to the select document(s).

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[1] Whether to make the note option available is configurable in System Parameters