How do I add/edit Client Tasks?

Utilizing the Client Tasks tab, you are able to create tasks to stay up to date on what needs to be done for your clients.

To start, navigate to the Clients Screen by clicking on the Records dropdown on the top blue bar.
Select "Clients" from the dropdown and you will be taken to the Clients Screen.
You can also navigate to the Clients Screen by doing a search for clients by utilizing the search bar on the right side of the top blue bar.

Select a client from the list of clients to navigate to that client's info screen.

Once you have selected a client, you will be taken to the client screen. Navigate to the Client Tasks tab by clicking the icon that looks like a checklist. This is located on the row of icons below the top blue bar.
clicking the Client Tasks icon will take you to the client's tasks tab. From here you can add new tasks as well as view and edit current tasks.
At the top right of the screen, you will see three buttons. the first is "+ Expand All". This will expand all the tasks tabs to show more details.
If all or multiple tabs have been expanded, you can click "- Collapse All" to collapse all the tabs.
To view your completed tasks, click the yellow icon that looks like a clipboard with a checkmark. This will only show tasks that have been marked as completed in the list below.

To begin, click the blue "+ Add Task" button at the top right of the screen.
This will create a new task in the list below. Note: the newly created task will not be expanded, to add details click the arrow icon on the right side of the newly created task's tab.
Under "Task", enter a name or description of the task. This will show as the name of the task while viewing your list of tasks.
In the field below "Due Date", click the calendar icon on the right side of the field and a calendar will open allowing you to pick a due date for your new task. This will default to the current date.
In the field under "User", either click the default user (yourself) or click the dropdown arrow on the right side of the field. This will open a dropdown list of advocates to choose from. Assign the advocate that will be performing the task.
In the field below "Notes", you can add any additional details to the task. Once complete, all of your changes will be saved automatically.
The blue icon that looks like a person and is located at the bottom right of the screen will take you to the Client Details of the client that you are entering the task for.
The Red trash can icon at the bottom right of the screen will delete your task
Once a task has been completed, it can be marked as completed by clicking the checkmark icon at the bottom right of the screen.

Start by expanding the tab of the client you wish to edit. Do so by clicking the arrow icon on the right side of its tab.
Once the tab has been expanded, follow steps 3-9 above (Add New Task) for entering task details. All changes made will be saved automatically.

When viewing completed tasks all functions remain the same except for the complete task button. When viewing a completed task, you are able to mark it as incomplete by clicking the icon that now appears as a checkmark in a circle.