Tasks

Owned by Tracy Archuleta
Last updated: Apr 25, 2022 by Emily Goleski
1 min read

Tasks

Generally speaking, “tasks” are actionable alerts. Tasks can be resolved or archived through the STAR system. From the Client Dashboard:

  1. Click the Tasks tab.

  2. A list of tasks is displayed.

  3. Click on a Task to navigate to the originating (source) questionnaire or survey.

  4. Alternatively, click on the folder icon in the ‘Archive’ column to change a Task from Active to Historic.

    1. If archiving a Task, users will be prompted for an archival reason.

  5. Click the ‘Historic’ tab to view all Tasks that have either been Resolved or Archived. If Archived, the reason for archival will be shown. The creation and resolution dates of the Task will be displayed as well.