The Task library is the location of typical actions that patients and their supporters are asked to complete to achieve success. Tasks make up the fundamental building blocks of a patient's Action Plan indicating the next steps towards success as part of their care pathway. The tasks entered into the library are typically the 20% of care plan tasks that support 80% of patients.  The tasks added into the library can be added into Action Plan templates and are available for the team to add directly into patient Action Plans. The Task library can be thought of as the source of truth for all organizational approved steps to patient success. 

Only users identified as administrators can add tasks into the library. Follow these steps to add tasks into the library:

  1. Click on the "Admin" tab.
  2. Click on the "Task library" link on the left side.
  3. Tasks currently added to the library will be visible in the list. 
  4. Click "Create template".
  5. Add an internal name that will be easily recognizable to the health team for the task.
  6. Add a description of the task that will be viewable to the patient, support team and health team. 
  7. Consider adding a resource to the task. For example, the task may be to complete a survey. If the link to the survey is added in the Resource library, you can attach it to the Task for easy access. 
  8. Determine if the task is to be completed at any time, on a scheduled date, or is recurring.   
  9. Click "Next".
  10. Click "Save draft" or "Activate" to complete.

Edit or remove tasks by following these steps:

  1. Click on the task that you want to edit or remove. 
  2. Make necessary edits. Click "Next" and "Save". 
  3. To remove the task click "De-activate" at the top right corner and confirm.