How to Assign a Task to Someone Else
Step‑by‑step instructions for delegating tasks to other Aeon users.
Environment
- Any Role
Instructions
1. Click Tasks in the left column
2. Click New Task
3. Choose if it is a Booking Task or a General Task
4. Give the Task a title
5. Add any details
6. In the Assigned To field, start to type in the name of the individual you want to assign the task to, and then choose it from the dropdown, or type Staff to assign to all staff members
7. In the Patient field, start to type in the name of the patient and then choose it from the dropdown
8. Choose a due date
9. Optional: Click the star to follow the Task - this will allow you to find it in your "Starred" Task list
10. At the top right of the Task, choose the priority (Low, Normal, High)
11. Click Add Task