This will default to the current user when a new task is created. It may be reassigned to another user by clicking the lookup icon to the right of the field.

If applicable, select the type of record the task is related to. Once selected, choose

the record it applies to as well. The task will display on the given record under Open Activities.

You can enter a subject or choose from a default value. If you would like additional default values for the subject, please contact us with your request.

Select/enter a due date for the task.

Enter any additional comments, details, etc. for the task.

Select the status of the task from the available options. All new tasks default to Not.  Once the task is finished, change the status to Completed.

Select the priority of the task, the default is Normal.

If checked, an email will be sent to the Assigned To user notifying them that they have a new task in TotalABA. However, this email will not contain any details in order to remain HIPAA compliant.

If reminder is selected, then once the reminder date/time has passed, the user will receive a pop-up window showing the task information with options to view the task, dismiss or snooze the reminder for a set amount of time.