UM Tasks track activities for a person or a request. Tasks are commonly used to transfer work between users of a team or between departments. Tasks are also used as reminders of work to complete at a future point.

This user guide focuses on the basic capabilities of tasks and task management. Additional guides detail steps through more complex procedures.

* Access to Utilization Management * Permission to create and edit tasks * Permission to create notes

When you have work to complete for a member or a member’s request and you want to build a list of tasks on your worklist to keep you on track.

* Data permissions apply to task notes, so ensure you are placing your note on the right level of task. * Task ID is not able to be used to search. But is helpful to provide to Medecision support if an issue arises. * Task description is reportable. * Task description is not able to be voided. * If you edit a task starting from a worklist, changes made may remove it from your view when you return to the worklist. * Tasks can be automatically created by auto-workflow.

From the **Request Details** page, click the **Tasks** tab.

Click **+** **Add Task.**

_Alternate_: If tasks exist for the request, the **Add new Task** button appears in the upper right-hand corner.

When you Add Task, you will see the The Association and Originator of the task in the top panel. After the task is saved, the Source System and Task ID display.

On the New Task page, complete the required fields:* First, select a task **Type.**

* Next, select a task **Reason.**

Optionally, complete additional fields:* Enter a **Task Description**. You cannot change the description after the task is saved. * Update the **Start Date** and and **Start Time.** * Update the **Due Date** and **Due Time**. It defaults to the current time + 4 hours. The **Due Date** and **Due Time** cannot be prior to the **Start Date** and **Start Time**. * Update the **Department Owner**. For _person-level_ tasks, this value defaults to your department. For request_-level_ tasks, this value defaults to either the department owner of the request or the department configured as the default.

To remove the current Department Owner, click the **X** at the end of the field.

* Update the **User Owner**. This defaults to you.

To clear out the current value of the User Owner, click the **X** at the end of the field.

* Update the **Priority**. This defaults to the priority selected by your organization.

Click **Save & Exit** to return to the request details._Alternate_: Click **Save** to remain on the task page to review or add a task note.Alternate: Click **Cancel** to return to the request details without saving the task.

* Your personal worklist * A department worklist * Another user’s worklist to which you have access * Tasks tab on a Request Details page

Click the **pencil**

icon on the task to edit.

Edit the fields you want to change.

If you change the task **Type**, you must select a new task **Reason**.

Click **Save & Exit** to leave the task page._Alternate_: Click **Save** to remain on the task page to review your changes or add a task note._Alternate_: Click **Cancel** to leave the task page without saving your changes.

Notes can be added to a task while viewing the task details. This automatically associates the note to the task being viewed.

Click the **Notes** bar on the right-hand side.

Click **Add Note**.

The **Association** is automatically set based on the level of the task: Request. **Task Reason** matches the **Reason** in the task. This automatically changes if the **Reason** is changed in the task. Both of these fields display on the note summary panel.

Click **Create Note.**

Click **Close** to return to the Task view.

Select an **Outcome.**

(_Optional_) Change the **End Date** and **End Time**. These default to the current date and time. They cannot be prior to the task **Start Date.**

Click **Save & Exit** to leave the task page._Alternate_: Click **Cancel** to leave the task page without closing the task.

You can clone any task, including a closed task, and create a duplicate. When you clone a task, the data in the original task is copied to the new task, including the task description. The new task also defaults to the current date and time.

From the Task Details page, click the **Clone**

icon in the upper right-hand corner.

Make any necessary changes to the cloned task.

Click **Save & Exit** to leave the task page._Alternate_: Click **Save** to remain on the task page to review your changes or add a task note._Alternate_: Click **Cancel** to leave the task page without saving the cloned task.

You can track changes made to tasks associated with UM requests using Audit History.

From the Task Details page, scroll to the bottom of the page, and then click **Audit History**.

The Audit History displays the last 30 days of activity, and the date range can be expanded to view additional information. Optionally, you can set a custom date range to view.

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