Tile "Task Scheduler"

Enable users to understand, use, and optimize the “Task Scheduler” tile in order to ensure effective management of tasks, follow-ups, and deadlines within the software. :contentReference[oaicite:0]{index=0}

• Training duration: 60 to 90 minutes
• Target audience:
  • Managers
  • Coordinators
  • Administrative users
  • Clinical or operational staff
• Training mode:
  • Virtual or in-person
  • Demonstration + practice
• Prerequisites:
  • Access to the software
  • Basic navigation knowledge

By the end of the training, the user will be able to: :contentReference[oaicite:1]{index=1}

1. Understand the role of the “Task Scheduler” tile.
2. Create and manage a task.
3. Assign a task to a user or team.
4. Configure priorities and deadlines.
5. Perform follow-ups and updates.
6. Use filters and search options.
7. Ensure effective tracking of completed or overdue tasks.

Duration: 10 minutes

• Tile presentation
• Role and usefulness
• Functionality overview
• Importance of task tracking

• Access the tile
• Interface overview

Duration: 15 minutes

• Add a new task
• Enter required information
• Add a description or notes
• Set a due date
• Add a priority

• Creation of a simple task

• Create an individual task
• Modify an existing task

Feature: Drag and drop tasks to quickly reposition them within the board.

Duration: 15 minutes

• Assign a task to a user
• Directly modify a task's schedule from the board
• Reposition tasks between staff members and time slots
• Use drag and drop to easily move tasks
• Modify a task's duration directly in the board by resizing
• The board displays a maximum of 6 staff members for task distribution
• Adjust dates and deadlines in real time
• Track progress status
• Modify the status:
  • To do
  • In progress
  • Completed
  • Pending
• Add comments or follow-ups

• Assign a task and perform follow-up

• Update a task
• Change a status