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Create a Task

Updated

A Staff member or a Non-staff contact can create tasks for the Wellness Hub user and their contacts using the Care Portal or the HomeSight mobile app.  

To create a new task:

  • Log into the Care Portal. 
  • Select the Wellness Hub user from the Accounts list.

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  • On the Schedule screen, click the + Add button.

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  • Click the Add Task option.

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  • On the Create task screen, complete the following details in the Task Information section:
    • Category: Task types are broken down into Categories for ease of searchability.

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  • Name: Short descriptive name for the task.
  • Repeats:

                For Daily occurrence, click on a day. For Customize occurrence, click on multiple days.

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  • Date
  • Start time
  • End Time
  • Time between reminders: Applies if the user chooses to snooze an alert.
  • Description: This is optional. Use this field for a more detailed description of the reminder.

 

  • Click on the Create button.

Note: The Create button will not become active until all the mandatory information has been completed.

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