Add/Schedule Client Tasks

Add/Schedule Client Tasks

To add/schedule client tasks in SMARTcare, follow the steps below:

  1. Under Menu > Client > Client Management, select the client you would like to add tasks for by clicking on their profile picture. This will open their Client Profile.
  2. Scroll down to the section labeled Client Managers.
  3. Select the option labeled Scheduled Tasks. 
  4. To the right of the Scheduled Tasks label, click the  button. When selected this will open a box below the Scheduled Tasks line. When you hover over this button it will say Create Scheduled Task.
  5. Choose the task you would like to add. You can do this by searching for the task code, or typing in the description of the task. 
  6. Choose whether or not the task is recurring, and if it is, choose the start date, days the task should be completed on, and the end date if applicable. If there isn't a particular end date, indicate that it is open ended.
  7. Schedule a time for the task if applicable.
  8. If the task is required to complete, prior to clocking out, click the checkbox next to Required Task.
  9. Only Show if Matching Staff Tag is an option to separate your task based on staff tags. Please refer to the Assigning Scheduled Task & Global Task Based on Staff Tags tutorial for how to set this up.
  10. Once finished, at the bottom of the box, click the  Save button.

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