My tasks calendar
Dashboard > Tasks funnel > My tasks calendar
(*note, the tasks funnel is accessible by toggling between it and the sales funnel)
The My Tasks Calendar is concerned with internal tasks and meetings. Specific to an individual user’s calendar (unlike the Appointments Calendar, which displays externally booked appointments, like service tours, on a service-wide calendar).
This calendar provides a snapshot of your week and the tasks on your list. Hover over any item to view essential task information. Select the eye icon to view, or edit, the details.
Add tasks directly to the My Tasks Calendar by clicking anywhere on the calendar to access the tasks pop-up window.
Task assignment
Tasks are automatically assigned to yourself, therefore appearing on your calendar, unless specifically assigned to another Vacancy.care user. In which case, the task will appear on their calendar
Automated tasks
Within Vacancy.care automation flows, there are a number of processes that will insert a task onto your task list - and therefore your calendar - automatically. An example of this is when an offer of care is rejected by a family. At this point, a Review task will be allocated to the primary user's task list & calendar. Serving as a reminder to follow-up with the family about the rejected offer. This ensures following-up the rejected offer isn't overlooked, provides great customer service and allows the opportunity to discuss a new offer with adjusted details.
Want to understand more about tasks? Read here!