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Mobius User Guide |
Published Date: July 13, 2017
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03 Tasks and Notifications |
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Create a Task
To streamline the process of managing work, tasks can be created from multiple places in Mobius. In addition to creating a Task from the Inbox, each major Home Page within Mobius has a tab that will allow the user to create a task from that area. The Task will be linked back to that area through the Supporting Information link in the task.
Anchor Point: Person Home Page, Employer Home Page, Product Provider Home Page, Integrated Case Home Page, Service Plan Home Page
- Select the Tasks Tab.
- Select New.
- Complete the mandatory and required fields.
- Select Save.
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