This article describes the features of the  Task List within the Organiser section of Unity Practice Management

Overview

The Task list is found within Organiser and requires that a case is connected.

Selecting this will show you all of your Tasks created on the case:

• You can see the title and description of each task, who it has been assigned to and if it is applied to a milestone. 
• Milestone dates appear in red and independent tasks will show the due date, if set, in black
• Assign the tasks to other users
• Complete your task by clicking the radial button. Any completed tasks will show with a tick

Create a new task with the New Task button

Print a task list by clicking the printer button 

To return to a cross-case view of Organiser, click the cross on your blue bar at the top right of your screen.  This will disconnect the case and return you to your overall Organiser views for all cases.