Task Rule Template

The Task Rule Template feature provides users a list of current plans that have been created for a certain case. Once a case type has been picked from the new case drop down menu, that layout will be seen as the case is being worked on by the Counselor. To open this feature, click the Tasks Tab-> select Task Rule Template and the following screen will be seen:

If any changes needs to be made to the Template, just click on the edit record icon under the Action column, make the changes and then click on the save button.