How to create a task from a document

To create a task from a document, open the document in Anima, go to the 'Tasks' tab, and then click 'Add new task'. You can then fill out the details, and assign the task to the relevant team, and add a due date. If you're a SystmOne practice, you can set it to create the task in SystmOne directly.





Once the task is created, you can complete it using the green check.



You'll also be able to see and action the tasks on the Anima dashboard. Click Dashboard in the top left hand corner, and then click 'Tasks' on the dashboard.

Updated on: 20/10/2024