How to add General Task Inline

How to add General Task Inline

In the schedule page, you can create general task as below:

1. Go to general tab. Make sure you selected the correct day to create the task.


2. Click New Task button

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

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

5. 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 procedure. Be sure to check they have the right permissions

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


7. Description: Title of the task

8. Comments: Free text overview of the task required

9. Then hit Save button to save the task.


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