Accessing Tasks from the Home page
Overview
You can access all of your tasks from the Home page. You can filter for tasks that are due today, overdue, or within a specific due date range. You can also sort tasks using many of the columns, such as Due Date and Person Name. For example, you can filter for a due date range and then sort by due date within the range.
* Access to Care Management * Permission to view tasks * Permission to modify tasks (if applicable)
When you have work to complete for a person or a person's program.
* Based on your role and permissions, you can access another individual or department worklist to review tasks. * If you navigate to another tab on the worklist or anywhere else in the application, the filters and date range remain throughout the session. * Filters you set in your worklist can apply to another individual worklist, but not a department worklist. You will need to reset them. * If you log out and log back in, the filters will remain on all worklists, but the range defaults to the current week.
Accessing Tasks
Go to the **Tasks** section of the Home page.
Sort and filter the tasks as needed. You can either use the **Filters** button or click the **column heading** to sort the tasks.
Click **Overdue**.
Additional filtering can be applied by clicking the **Filters** button.
Enter your filter criteria, and then click **Apply.**
Results display based on the selected filters.
If you set filters, they continue to apply across the tabs as you navigate. Filters can be removed individually by clicking **X** in the filter name or by clicking **Clear All Filters**. To apply additional filters, click the **Filters** button.
Click on **Range**.
The date range defaults to the current week. You can modify the range manually or by using the calendar.
Select the date range you want to view. Select the start date of the range first, and then select the end date of the range.
The date range filter updates after you select the end date. Click outside of the calendar to close it.
If you navigate to another tab or anywhere else in the application, the filters and date range remain throughout the session.If you log out and log back in, the filters remain but the range defaults back to the current week.
Click on the task to view or edit it.









