How to manage Tasks in each horse

How to manage Tasks in each horse

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 horse from the horse list or via predictive search

2.  Click Add Task button in top right

3. Select the task you wish to add and complete the relevant task details.

4. Click Create button to finish

5. System will update the calendar, schedule page, horses task history as well as the staff’s task list

Alternatively, you can also create a Task from within the Task screen by opening the tab of the task
type to be added and clicking the + New <Task> on the right

In addition, all tasks created for a horse, whether it be through the Schedule module or 'Add anywhere' will automatically be stored and updated in the horse’s individual profile.

How to Manage Procedure Tasks

Go to Horse > Procedure tab to access the page. On this page you will see the horse's procedure tasks divided into tabs corresponding to 3 statuses. You can manage procedural tasks for each specific horse including:
  1. Add new procedure tasks for horse
  2. Edir procedure task
  3. Delete procedure task
  4. Mask as completed
  5. Set reminder

When adding a Procedure that has already been completed, you can now set the Procedure Status to "Completed" from within the Create Procedure window. This avoids the second step to mark the procedure as complete, if you are entering the procedure into Prism post-completion.

Note that the default procedure status is "Pending".

How to Manage Transport Tasks

Go to Horse > Transport tab to access the page. On this page you will see the horse's transport tasks divided into tabs corresponding to 3 statuses. You can manage transport tasks for each specific horse including:
  1. Add new transport tasks for horse
  2. Edir transport task
  3. Delete transport task
  4. Mask as completed
  5. Set reminder

How to Manage General Tasks

Go to Horse > Transport tab to access the page. On this page you will see the horse's general tasks divided into tabs corresponding to 3 statuses.You can manage transport tasks for each specific horse including:
  1. Add new general tasks for horse
  2. Edir general task
  3. Delete general task
  4. Mask as completed
  5. Set reminder


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