How to Create Custom Task Types & Categories
Custom Task Types and Task Categories in StoriiCare help you organize, filter, and report on tasks more effectively.
StoriiCare comes equipped with a default database of tasks. These can be edited or removed as needed. In addition, users can add new task types and categories that suit their operational workflows.
Understanding Task Types vs. Task Categories
Task Type – The specific task within a category (e.g., Toileting Support, Care Plan Review, Shower).
Task Category – A broad grouping of tasks (e.g., under the category Care Tasks, you might have Medication Round, Vitals Check, Mobility Assistance).
Steps to Create Custom Task Types
1. Access Task Settings
From your Dashboard, click Tasks.
Click the Settings Cog at the top of the page.
2. Add New Task Types
On the next page, click + New Type.
Enter the name of your new Task Type (e.g., PT Session).
Select the appropriate Task Category.
Add a Description (optional).
Set a Task Category List (optional).
Add Service Units (optional).
Click the green disc icon in the right corner to Save.
Your task is now saved to the database and can be scheduled from the Tasks page.
Steps to Create Custom Task Categories
1. Access Task Settings
From your Dashboard, click Tasks.
Click the Settings Cog at the top of the page.
2. Add New Task Categories
On the next page, click + New Category.
Enter the name of your new Task Category (e.g., Documentation).
Select the appropriate Task Category.
Add a Description (optional).
Set a Task Category List (optional).
Add Service Units (optional).
Click the green disc icon in the right corner to Save.
Your category is now saved to the database and can be filtered for from the Tasks page.
Need More Help?
If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.