Tasks #
Tasks are all the actions created from leads or patients and assigned to different individuals in various departments for completion.
Once a request is submitted by a customer and approved by the sales department, tasks will be created for actions to be taken.
Tasks Section #
- In this section, all tasks related to different cases within the system can be viewed.
- If logged in as a non-superuser, only tasks related to the logged-in user will be displayed.
Task Filters and Search Toolbar: #
- Display mode includes all tasks and my tasks (depending on the user).
- Search box.
- Search filters.
- Option to add a new task (Add New Task).
Unassigned tasks: Tasks that have not yet been assigned to a position or department.
Pending tasks: Tasks assigned to a specific position (e.g., sales department) but are in the sales waiting state.
In-progress tasks: Tasks that have exited the waiting state, with payment confirmed by the sales department, and are currently being worked on.
Completed tasks: Tasks that have been fully completed and all services provided.
Canceled tasks: Tasks canceled due to reasons such as no customer response or non-payment.
Note: Tasks can be moved between statuses via drag & drop.
