Task List

Your center's administrator has established a set of required record keeping activities related to appointments.  Depending on the settings chosen by your center administrator, there may also be termination or client deactivation tasks for the center.  The task list shows the activities that users should complete and provides a single window from which to work.

Users cannot add items to the task list. Instead, consider using placeholders as "post-it" notes on the schedule as reminders to complete tasks.  The only way to remove an item from your task list is to complete it.  When a task is completed, it will automatically be removed from the task list.  Depending on your permissions and settings in Titanium, you can remove tasks to sign notes by double clicking the task list item, and choosing another user in the Forward To: section of the note, and clicking Save and Exit.

Complete Items on the Task List

1.  From the calendar screen, click Open > Task List.

2.  Review the item on the task list to determine what needs to be done.  (Note:  Your center administrator may choose to use a color coding scheme to indicate the number of days since the task was added to the list.  You should ask your center administrator the meaning of color highlights seen on this screen.)

3.  Double click the item on the task list to open the screen where you need to complete the task.  (Note:  You can only complete one task at a time.)

4.  Complete the required action (e.g. mark attendance, add a note, sign a note), or respond to the prompts.

5.  Close the screen to return to the task list.

Monitor my Supervisee's Task List

If you have been given permission as a supervisor, you can view another user's task list by selecting their name from the pull down menu.  If your center administrator has chosen to use supervision features, you can also navigate to Open > My Interns.  Click the intern name on the list, and click the Intern Task List icon on the menu bar.