Creating task categories

Task categories divide tasks into certain groups that the care team can assign when they are creating a task. Task categories give the team a way to filter tasks. If a suitable task category does not exist in the library of configured categories, you can create a new task category for the team to use.

1. Sign in with your administrator credentials.
   Your home page opens.
2. Click Care Planning > Tasks and select the Categories tab.
   The tasks categories are displayed.
3. Click New.
   The New Task Category page opens.
4. Enter a unique name that is at least 3 characters.
5. Click Save.
   The new task category becomes available for the care team to associate with tasks.