Tasks can be utilized to keep track of what still needs to be completed within CareControl for your Families and Providers. Notes are useful to communicate with other members working on the same case or to log the history of a certain record. These can be created and managed from within a family, provider, and payment record (see Adding a Task), but they can also be tracked from the Overview and within their own module.

Viewing Your Own Tasks from Overview

From the Home module, you have access to see all Active tasks currently assigned to you ordered from soonest or latest due date. Everything overdue will show its due date marked in red. 

Clicking on any of these entries will open a popup that will allow you to edit the details of the task or change its status to either Completed or Canceled.

Navigating the Task Module

Again, the Task module will provide a list of tasks for you to review as needed, but you will have much more control over what you are trying to find. By default, the filter is set to only show Active entries, but you can modify this parameter, choose whose tasks you are trying to find, utilize the Search bar, or click on the "More" button for other options. There is also an "Add" button, which will allow you to create a task that is not particularly linked to any one Family or Provider.