References:

• Evolv Training - Scheduling Events vs. Scheduling Tasks in Evolv (Sean)-20231024_100301-Meeting Recording.mp4
  
• About scheduled tasks - Netsmart Resource Center (ntst.com)
• Edit a scheduled task - Netsmart Resource Center (ntst.com) 

Evolv Tasks

This article will assist on how to Schedule, Edit, Cancel Evolv Tasks

Important Notes:

• A scheduled task is an event that can only occur at a future date.
• Scheduled tasks will appear in RED in the Service Entry screen.
• Scheduled Tasks may have their own section within a given formset, i.e., Client > Client Information > Personal Information > Requirements
• Use Scheduled Information section within a Scheduled Task form, for task to appear as an appointment throughout Evolv calendars, i.e., Front Desk Calendar, Staff Calendar, etc. 
  • Scheduled tasks with date/time also requires duration which will dictate how much time will be blocked in calendar 
• Use Due Information section within a Scheduled Task form for task to appear as a task that needs to be completed, i.e., Client Acknowledgement/Consent for Treat/Services, Release of Information, etc.

About scheduled tasks

You can enter information in a form in two ways, either as a manual event or as a scheduled task. Some forms provide both options. 

A scheduled task is an event that can only occur at a future date. You can add a due date (that is, the latest date the event can occur), or a scheduled date (where the date and time is confirmed). 

You can schedule a task manually, or myEvolv can automatically schedule a task.  All Scheduled Tasks will appear in the  Homeview > My Tasks widget

Edit a scheduled task

1. Go to Homeview > My Tasks widget.
2. In the task row, select the notepad icon (Edit Task). 
3. On the form, make changes to the task information.
4. Select Save.

Cancel a scheduled task

1. Go to Homeview > My Tasks widget.
2. In the task row, select the notepad icon (Edit Task). 
3. On the form, scroll down to Task Completion section.
4. Check Write Off/Cancel.
5. Select appropriate choice from the Reason for Write Off/Cancel.
6. Select Save.