Manage Clients. This is the first category under My Account, and there I was able to add new clients. I added several. You can click on the name of the sample client, and off to the right you’ll see a screwdriver and wrench logo—that’s how you edit client information. You'll see that logo throughout the product.
Project Categories. Selecting this heading opened the Project Category screen, where Sample was the only available category. I was able to choose “add new” and created both Short-Term and Recurring categories as potential categories for my projects. You can change the name of a category by clicking on it and typing in a new tag.
Project Tags. Creating project tags that you can attach to various projects will come in handy later as unique task identifiers. I renamed the sample in the project tag screen, and then I added several pertinent to the function of a healthcare facility.
Project Status Definitions. Initially, your choices are Complete, In Progress, and On Hold. I added a fourth category for Scheduled, Not Started. I then chose that as my default project status, so that any project I begin will show as scheduled, not started.
Task Status Definitions. The preset definitions were Complete and In Progress, so I added Pending. You will notice in the image that you can choose Selectable by Project Manager, Notify PM When Status Is Changed to This Value, or Assign Task to PM When Status Is Changed to This Value.
Task Priority Levels. On this screen, you can choose from High, Low, Medium, and Rush. You can reset the color coding by clicking on the color and activating a color palette that lets you select any shade you like. I didn’t add anything to this.
Task Template. To automate tasks, you can use the Task Templates. The help video showed me that there might be certain steps to be taken every time a new lead is assigned for the sample task Contact New Lead. Then I added my own template, which is simply a list of tasks that must be completed each time a specific task occurs. For example, if someone is scheduling a patient to be assessed for possible drug rehabilitation treatment, the steps would be taken as shown in the image. Later on, when I was assigning a task concerning the evaluation of a department for the Accreditation Site Visit, I had the option to make the “to do” list into a template, which I did.
User Job Titles. This category, like some of them, is difficult to complete if you don’t know exactly who will be working on a project. However, since you must have user titles already entered before you can specify them in project tasks, I came up with several job titles for people who might be relevant to the project tasks I will be entering. You must enter duties for each job title. This is the kind of thing that was annoying initially, but as you get rolling with ProTasker, you will reach a point when everything you need, really, is entered.
User Access Levels. At this screen you can set the level of responsibility that accrues to various members of your staff. Set parameters here, and when you add staff you will indicate if they are Normal Users, Project Manager, or Super Admin. You can also add categories such as Mid-Level User and check off the privileges for someone at this level.
Here is where I encountered a glitch: When I clicked on each of the User Levels, the screen failed to display a list of privileges as shown on the help video. And I do not see a way to actually contact ProTasker for additional help on this. I waited until the next day to review this, and no privileges had magically appeared. (See the image to the right with the blue bars on top and below the screen.)
Admin User. This category allows you to select the people who will use ProTasker. You can see in the image I’ve added Robert Redford, and I have designated him as a Project Manager. He also has the title of Project Manager. The box for User Task Role is another one of those chicken-or-egg things; it picks up selections from your Tasks entered. That’s the point when I went back and entered Accreditation Site Visit so that I could select that responsibility for him. Again, this will cease to be a problem once you are using ProTasker on a daily basis.