Creating tasks in Eggmed

Eggmed's task management system helps streamline your workflow by allowing you to create and assign tasks efficiently. Whether it's managing your personal to-do list, assigning tasks to team members, or keeping track of client-related tasks, Eggmed makes it easy. Below, we’ll guide you through the three entry points for creating tasks and explain the process in detail.

Entry points for creating tasks

1. From the tasks page‍

The tasks page serves as the primary hub for managing all your tasks. To create a new task, click on the “Add task” button. This action opens a slideout where you can enter the details of the task.

You can customize the task by providing the following information:

• Task name: A clear, concise name for the task.
• Status: By default, the task will be set to “To Do,” but you can set its status to “In Progress” or “Completed” directly during creation.
• Assignees: Assign the task to one or more team members. You’ll find yourself preselected as an assignee, but you can remove yourself if needed. Note that a task must have at least one assignee to be created.
• Client: Select the client related to this task. While clients won’t be notified, the task will appear in the Tasks tab of the selected client’s profile, making it easy to track tasks tied to specific clients.
• Due date: Specify when the task is due to keep track of deadlines.
• Priority: Set the priority level of the task Low, Medium, or High to help prioritize your work.
• Description: Add any additional information or context for the task.
• Attachments: Attach files up to 20MB to the task by dragging and dropping them into the field or clicking on the attachment component.

After filling in the necessary details, save the task to have it appear on the tasks page under its designated status column.

2. From a client’s profile‍

The Tasks tab within a client’s profile allows you to view and manage tasks specific to that client. To create a new task, click on the “Add task” button within this tab. The same slideout form will appear, pre-associating the task with the client whose profile you’re viewing.

Tasks created here follow the same process as those on the tasks page, but they will automatically appear in the selected client’s Tasks tab. This makes it easier to keep client-related tasks organized and accessible.

3. From the dashboard

‍The dashboard offers a quick way to create tasks that are general or related to all clients. Clicking the “Add task” button here opens the same slideout form used on the tasks page.

Tasks created from the dashboard are not tied to a specific client unless you manually select a client in the Client field during creation. This entry point is ideal for team-wide or general tasks not specific to a single client.

Key features for task creation

• Multi-platform support: You can create tasks on both the web and mobile versions of Eggmed.
• Attachments: Quickly add files to tasks to provide supporting information or documentation.
• Assignee flexibility: Assign tasks to one or multiple team members, ensuring everyone knows their responsibilities.
• Client association: Link tasks to specific clients without notifying them, providing a discreet way to manage client-related tasks.

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Eggmed’s task creation process is designed to adapt to your workflow, whether you’re managing tasks for yourself, your team, or your clients. With multiple entry points and flexible options for customization, the task management system ensures you stay organized and productive, all while keeping your practice running smoothly.

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