Edit / Remove / Order actions within a task
Ilaria Bommarito
Merged in a post:
Tasks boxes to be able to edit
J
Josh Caddell
Would it be possible that rather than making task boxes inactive and having to re do them to add things on, we could edit the ones that we currently have? At the moment we have to make a new one then add it to all the clients visits and it takes a long time.
Simo Hännikkälä
Hiya Josh Caddell, thanks for this post! I have a few more questions for you:
- How frequently do you need to edit task boxes, and how many task boxes typically require editing at a time?
- What specific information or fields within the task boxes do you most often need to edit?
- Are there any specific scenarios or examples where editing task boxes would significantly improve your workflow?
J
Josh Caddell
Simo Hännikkälä Hi Simo,
We have just updated ours to include extra details, I am unsure if you can see them your end? We do not edit often, but it would be handy if something is requested by a client or carer that we could edit the tasks to adjust this. We have changed all of our tick boxes, some to include more options and others to add things such as a digital signature. We have also added a photo to food preparation and this has already been a complimented addition to our clients families. Hope this helps?
Rocio Solis
Merged in a post:
Task editing
Nicola Pearce
Please can you make it so that tasks used for custom forms can be edited if there is an error or something needs to be added. So time consuming having to keep re-doing the whole form
Naseeb Nibras
Merged in a post:
Make Tasks editable
C
Carren Bell
I have made Be Spoke Tasks for Clients suiting thier individualised care tasks. These tasks will change as the person gets older and their needs / preferrences change. Please can tasks be editable so this can reduce the workload of my team. One small change on a task currenlty means having to create a whole new task from start to finish. Often out tasks can be multifaceted! then once saved it have to be applied to the clients visits which are not all sequencial. Plus the old task needs taking off.
Being able to update the task will mean that no changes will be made once the task is save!
PRIORITY IS HIGH ON THIS PLEASE. Health is not static.
Rocio Solis
Merged in a post:
Editing Tasks
A
Ardent Care
Currently, if we need to change a task we have to make it inactive and create a new one ....and then assign it again to every single client. Can we please have the ability to edit tasks, to save the leg work and potentially missed task assignment.
Rocio Solis
Merged in a post:
Ability to 'edit' services without removing and replacing
A
Ardent Care
Currently, existing tasks/services cannot be edited; they have to be set to inactive, and then a new service created and re-added to all visits. Could it be made so existing tasks can be edited and the changes applied to all future occurrences of the task?
Rocio Solis
In behalf of a customer: "a way to edit services as need to make the current ones bi lingual for our Spanish staff"
Antero Salonen
Merged in a post:
Option to edit the default services
A
ABI Care Consultancy
Options to edit the default services, as opposed to creating a new one
Antero Salonen
Merged in a post:
Admins can modify services
Imogen Challenger
Users should be able to amend services after they've been created
L
Liz Blackrock
HI, Added to this, the ability to remove services if not longer relevant
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