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
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
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.
to save the task. Related Articles
How to Add Transport Task
In schedule page, you can create a new transport task. Please follow these steps: 1. Switch to transport tab. Make sure you selected the correct day to create the task. 2. Click New Transport button 3. Select horse (or multiple horses for bulk ...How to Manage Horse Tasks
You can also view and maintain a horse’s tasks via their individual profile page. To view each task, simply click on the relevant task (trackwork, procedures, transport or general) to display the pending, completed or cancelled Task. 1. Select the ...How to Create Tasks in the Calendar
When in the schedule: You can add tasks from within a calendar date which can help provide a visual cue when preparing a horse’s campaign or working with procedures and clear day guidelines. 1. Click on the date you want to add a task and an action ...How to add a General Task
Click + button, then General Task Select Horse from drop down list or leave it blank if it doesn’t relate directly to a horse Due Date: choose the date and time for the task to be completed Assigned to: Select staff who you want to assign. If the ...Configure Farrier Tasks
Before starting to record farrier tasks, you must first configure a master list of tasks. 1. Navigate to Master Config 2. Select General Type screen configuration 3. Select Farrier type 4. Proceed to add, edit categories or delete farrier tasks.