Record Tasks

Overview

Within the HighTide platform, you are able to add tasks to records to organize your work and remind you of important steps you need to complete. In addition to adding tasks, you can attach files to tasks, allowing you to add another level of documentation for managing your records. Tasks can be added to the HighTide platform in two different ways, making it easier for you to manage your work. 

Adding Tasks Through the Global Notes View

From the Home view, you will navigate to the Tasks Section of the HighTide platform. Here you will see a list of existing tasks. From here you can then click on Add Task to open the side drawer and add your tasks. After adding a name, selecting a status, determining a due date, and adding content to the task, you will click Create to create the task.

Once you create a task, you will navigate to the task you just created to add any connections you would like as well as attach files if needed. To add a connection, you will click on Add Connection which will present with a list of all Record Types. You will choose the Record Type you would like to connect to and then search for the Record to connect. After selecting the record you then click Add. 

After adding the connection to the specific task you created it will be connected to the record and you will be able to view it on that record. 

The task will also now be available in the global view of Tasks. 

Adding a Task from a Specific Record

You are also able to add notes directly from a record. After navigating to the (Record Type) and selecting a record you would like to add a task to, you will navigate to the Task View. 

After clicking Add Task, the side drawer will appear where you can enter the name, select a status, determine a due date, and add content. After adding relevant information, click Create.

After doing this, the Task will already be attached to the specific record you added it to and also available in the global Tasks view. 

Adding a File to a Task

To add a file to a task when you are viewing a task, click Add Files. After doing so you will have the ability to add various file types and then click Save, adding the file to the note.

Editing and Deleting Tasks 

To edit or delete a task you will need to have the correct permissions. Contact your administrator to confirm your permissions. If you have the ability to delete or edit tasks you will navigate to the specific task. Once you are on the task you will see an Edit Task which will display the side drawer and allow you to edit the task. 

To delete a task you will click on Delete Task, after clicking you will be notified that this action cannot be undone and you must confirm the deletion.