Start to Work on a Task
- Access the Edit Task window for the task you want to work on.
Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required.
- From the Task Info tab, select the down arrow in the Status field and select In Progress.
- Select the calendar button to select a start date or enter a date in the Start Date field in mm/dd/yyyy format to indicate the start date for the task.
- Select the calendar button to select a follow-up date or enter a date in the Follow Up Dt field in mm/dd/yyyy format to indicate the date you would like to review the progress on this task, if applicable. The follow-up date must be equal to or greater than the start date.
- Select the Instructions tab and begin following the instructions for the task.
- To save changes and close the window, select OK.
Note: If you select All in the Open Tasks Filter and Practice Filter fields, it could slow down the performance of the update.