My Tasks: Also known as a to do list. This is when you create an action that needs to be done. Please note this does not populate any data in the dashboard and is for internal use.
In this guide:
Create a new task/action in the client record
Create a new task/action in the My Tasks feature
Create a new task/action in the client record
To add a Action to a client record follow these steps:
Log in to your account at case.thejoyapp.com
Click 👇 on Client Cases in the main menu on the left
Open the record of the client you want to add a task to by clicking 👇 on the name of the client
Select the case you would like to add the Action to
Towards the top right of the screen, hover your mouse over the pink + Create new button, a drop down list will appear
Select Action by clicking 👇 on that option in the list
Fill out the Title ✍️ and body of your new record
Scroll down and make sure to select the correct Case to link this record to, along with the Date, Time and Duration
Scroll right to the bottom and confirm whether you wish a copy of this record to be sent to the client's medical record (Save to clinical record) and whether you would like to make this a Key event
Click 👇 Save in the bottom right and this will be added to the Case notes
Create a new task/action in the My Tasks feature
Log in to your account at case.thejoyapp.com
Click 👇 on My tasks in the main menu on the left
Click on Add new 👇
Select the option that you require
Client action
Client contact
Personal task
Fill in the title and body as needed.
Choose you Client from the drop down list, select the date you need to action this task and time if needed.
Click
Congratulations! You have now added a new Action to your client case. 🎉