To create a task, click Schedule > Task Management then select the “New Task” button
To note for each question field when adding task:
Once the required details are filled up, click “Ok” to create the task.
(Note: Tasks where Action Type is “Administer Medications” users will have to upload a photo of the Medication, before submitting)
(Optional) you can also click “Open Route Optimization” to find the best user for the task based on availability and proximity to the client.
Select the Users to compare, then indicate their location and select a “Travel Mode”
Select “Estimate”, you should be able to see an estimate of the travel times based on the selected travel modes
De-select the undesired users for the task
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