When you schedule a client visit, you have the option to add Tasks. These are designed to be simple reminders of what your carer needs to do during the visit.
You can manage your tasks by going to: Settings > General settings > Tasks.
Use the buttons at the top to easily switch between your lists of Active and Inactive tasks.
To create a new task, click the Add new task button and enter the name. Then, click Add new action to include steps the carer can complete in the mobile app (like a checkbox or a text field). You can add multiple actions!
When you're finished, click Save. Your new task will immediately show up on your list of active tasks.
To make an active task inactive, click View next to it in the list and use the drop-down menu.
Important: You cannot edit a task once it has been saved. If you need to change something, you should make the incorrect task Inactive and create a new one to replace it.