How to add a general task

How to add a General Task


  1. Click + button, then General Task

  2. Select Horse from drop down list or leave it blank if it doesn’t relate directly to a horse

  3. Due Date: choose the date and time for the task to be completed

  4. Assigned to: Select staff who you want to assign. If the staff is not listed on your staff drop down, click the + icon to add them to your list and assign

    1. Once assigned, this person will receive a notification advising them about the details of the task and place it in their task list for completion

    2. If you have a Staff member on your Prism system, but they aren’t appearing in the drop-down list, then they may not have permission to view this general task. Be sure to check they have the right permissions

  5. Advise others: Enter the name or email of other staff or stakeholders you wish to advise about this task. They will be advised but not assigned the task

  6. Description: Title of the task

  7. Comments: Free text overview of the task required

  8. System will update the calendar, schedule, horses task history and the staff’s task list (if required)


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