How to View, Create, Edit, and Manage Tasks & Events in Qunote
Filenotes in Qunote are essential for recording all clinical notes, time entries, and interventions related to a client. Every activity, consultation, or interaction is logged as a filenote, ensuring that all relevant information is captured with timestamps, expenses, and travel details.
This guide covers:
- How to view filenotes
- How to add filenotes
- Editing and deleting filenotes
- Filtering and exporting filenotes
- Answering common filenote-related questions
What Are Filenotes in Qunote?
The Calendar & Tasks feature in Qunote helps users organize their workload, schedule appointments, and track deadlines. Whether you need to create reminders, assign tasks to team members, or log important client activities, this section ensures everything is efficiently managed.
This guide covers:
- How to view tasks & events
- How to add, edit, and delete tasks
- How to schedule and manage events
- How to use the Qunote calendar effectively
What is the Calendar & Tasks Feature in Qunote?
Qunote’s Calendar & Tasks feature is a built-in task management and event scheduling system that allows you to:
✅ Create tasks for yourself or your team
✅ Set deadlines and assign tasks to clients or cases
✅ Track progress with status updates
✅ Schedule events & meetings
✅ Sync activities with client records
This feature improves efficiency, accountability, and organization for teams managing multiple clients and tasks.
Viewing Tasks & Events in Qunote
To access your tasks & events, follow these steps:
1️⃣ Navigate to the Calendar & Tasks Section
- Click Main Menu > Calendar & Tasks.
- This opens a centralized task list and calendar view.
2️⃣ View Upcoming Tasks & Events
- Tasks are categorized into Overdue, Upcoming, and Completed.
- Events are organized as Upcoming or Past.
3️⃣ Filter & Search for Specific Tasks
- Click “Filter” to find tasks by:
- User Assigned (filter by team member)
- Client (view tasks linked to a client)
- Date Range (tasks from a specific period)
- Status (e.g., pending, completed, overdue)
4️⃣ Use the Monthly Calendar View
- Click “Calendar” to see tasks & events in a visual layout.
- Days with scheduled tasks or events are marked for easy reference.
- Click on a specific day to view details.
Creating & Managing Tasks in Qunote
How to Add a Task
- Open Main Menu > Calendar & Tasks.
- Click “Add Task” (top-right corner).
- Enter the task details:
- Title (brief description, e.g., “Follow-up with client”)
- Client (Optional) (if linked to a case)
- Assigned User(s) (select team members responsible)
- Due Date & Time (set a deadline)
- Details (add notes, instructions, or attachments)
- Click “Save”.
✅ Assigned users will receive a dashboard notification when a new task is assigned to them.
How to Edit & Delete Tasks
🔹 To Edit a Task:
- Open Calendar & Tasks > Click on Task
- Click “Edit Task”, modify the details, and Save.
🔹 To Delete a Task:
- Open the task and click “Delete Task”.
⚠️ Deleted tasks cannot be recovered.
Using the Qunote Calendar
The Calendar View helps users visualise their workload and appointments.
How to Use the Calendar Effectively
📅 Click on a Date – View all tasks & events scheduled for that day.
📌 Hover Over Events – Quickly see task & event summaries.
🔍 Filter by User/Client – Find tasks/events for a specific person.
🔄 Sync with External Calendars (Coming Soon) – Future updates will allow integration with Google & Outlook calendars.