Tasks
Subtasks
A Guide to Using Subtasks
Subtasks are a powerful feature within our task management system that allows users to break down larger tasks into manageable components. This functi...
How to Link a Task and Vital Signs
Linking a task to the Vital Signs feature ensures that staff can record essential health measurements directly from the task. This improves efficien...
How to Link a Task and a Form
Linking a task to a form allows staff to complete a required form directly from the task itself. This ensures important documentation is collected as ...
How to Link a Task and a Care Plan
Linking a task to a care plan ensures that staff can quickly access relevant care plan information while completing the task. This helps align daily a...
How to Create a List of Subtasks
Subtasks allow you to break down a main task into smaller, more manageable steps. This helps ensure all parts of a task are completed and makes it eas...
Tasks
A Guide to Using Tasks
The Tasks feature in StoriiCare helps care providers manage daily responsibilities, assign duties, track progress, and ensure important actions are ...
How to Schedule & Assign a New Task
Click +Create a new Task or New Task. Use the search bar to type in the name of the task you want to create (i.e. Toilet Support). Click on the ta...
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...
How to Edit Task Types & Categories
Task Types and Categories help you organize, filter, and report on tasks. Over time, you may need to update names, adjust details, or remove unuse...
How to Set Up Billable Tasks
Billable tasks in StoriiCare allow you to track services provided and link them to billing or invoicing processes. This ensures accurate service recor...
How to Generate a Tasks Report
Tasks Reports provide a comprehensive overview of task data, enabling users to review, analyze, and export information effectively. This functionality...
How to Add a Note to a Task
Adding notes to a task allows you to record important updates, observations, or context without changing the original task details. This helps keep a ...
How to Edit a Task
Editing a task allows you to update its details, reassign it, change due dates, or adjust categories. This ensures task information stays accurate and...
How to Duplicate a Task
Duplicating a task is a quick way to create a new task with the same details as an existing one. This saves time when assigning similar tasks to diffe...
How to Bulk Delete Overdue Tasks
If you have a large number of outdated or irrelevant overdue tasks, StoriiCare allows you to delete them in bulk. This helps keep your task list organ...
How to Delete a Task
Deleting a task removes it permanently from your task list and reports. This can help keep your task list organized by removing outdated, duplicated, ...
Using “Completed When Overdue” and Buffer Times in StoriiCare Tasks
When managing care tasks, accuracy and flexibility are both important. StoriiCare offers two settings— Completed When Overdue and Buffer Time —to he...