How do I find my scheduled tasks?

1. From the VitalSigns dashboard, select My Tasks on the left navigation menu

2. Under Show, select Pending Tasks from the drop down menu

3. Select your Community Name from the drop down menu (if it does not default)

4. Task Type will default to display All Activity Types (if you want to search for a specific activity type, you can select it from the drop down menu)

5. Person Type will default to display All Person Types (if you want to search for a specific person type, you can select it from the drop down menu)

6. Select a defined Date Range from the drop down menu or manually type in a date range

7. Active/Inactive will default to display both active and inactive person types.  It is recommended that you select Active from the drop down menu so you only display pending tasks for active person types.

8. Select an Employee from the drop down menu whose assigned tasks you want to search, or choose Assigned to Me or All 

9. Product Type will default to All Product Types (if you want to search for a specific product type, you can select it from the drop down menu)

10. Click Search to display your results.  

NOTE: Search results will display in order of the task's due date.  Results can be re-sorted in ascending or descending order by clicking on the arrow to the right of any of the column headers.

For more information on using My Tasks, click here to watch a brief video.