Tasks

Manage one-off, recurring and Smart Tasks.

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• Task Types in PracticeFlow
• Viewing and Filtering Tasks
• Creating One-Off Tasks
• Creating Recurring Tasks
• Task Priorities
• Completing Tasks
• Attaching Documents To Tasks
• Checklists – Creating and using checklists
• Checklists – Managing checklist changes
• Multiple tasks for the same client and service
• How to delete tasks