Animal Profile - Tasks

The purpose of this document is to help you navigate the Animal Profile page and find the Task tab. The Task tab can be used to access any Tasks, including Medication instances, assigned to an animal and mark them as having been completed. 

1. From the landing page, click Animal in the top menu
2. The Animal search will open. 
3. Search for the animal you wish to view (if you need tips, click here)
4. From the end of the animal's row, find the three-dot "hamburger menu" on the right. 
5. Your cursor should turn from an arrow to a pointing finger when you hover over the dots. When it shows the pointing finger, click your left mouse button to see the two options. 
   
   
   • Clicking See Animal Detail will take you to the Classic Animal Details page. 
   • Clicking See Animal Profile will take you to the new Animal Profile page
6. Click See Animal Profile to proceed.
7. In the centre of the page, you will see four headings with Characteristics underlined to show this is the tab you are currently viewing
8. Click on the Tasks heading to view the animal's task list:
   
9. The task list defaults to showing only incomplete tasks. However, you can adjust your view using the drop-down option in the top right corner of the Task tab: 
   
   
   • Click on the drop-down to get a list of options that looks like this: 
     
   • Select a different view by clicking on an option
   • The Task List will reload to show tasks listed by your chosen filter. 
10. To add a new task, click the [+Add task] button at the top right, on the left of the status options drop-down. 
    • It will offer you a selection to choose from. Click the relevant option to add that type of task: 
      
    • Add Medication takes you to the Add Medication dialogue page. For information on how to complete this modal and add a medication, click here.
    • Add Task will open the Add Task dialogue page. For more information on completing this modal, click here. 
11. To close either modal at any time, click the (X) in the top right of the modal, or click anywhere outside of the white modal area. 
12. To complete a task, simply click the empty square on the left of the task instance in question. It will immediately disappear. 
13. You can also mark a task as Complete or Incomplete (depending on its current status) by clicking the three-dot "hamburger menu" at the right-hand end of the task in question and clicking on the option shown:
14. You can also Delete an instance of a task by clicking the Delete option shown above.