Creating a Task in DrChrono
There are two ways to create a new task in DrChrono: through the navigation bar or through the task center.
Creating a Task in the Navigation Bar
1. Click on the + symbol on the far right side of the top toolbar.
2. Fill in the required information as well as any additional details. The required fields include Task Title, Assign To, Status, and Priority.
3. Click the blue Create task button.
4. You can either close the window or select the View button which will take you to the task center and show the details of the task you just created.
Creating a Task in the Task Center
1. Click the three stacked lines on the far right side of the DrChrono dashboard to enter the task center.
2. Select the green New Task button on the top left of the page.
3. Fill in the required information as well as any additional details. The required fields include Task Title, Assign To, Status, and Priority. Click the blue Create task button.
4. You can either close the window or select the View button which will take you to the task center and show the details of the task you just created.