Carry Forward Task

For any practice management solution, it's important to pull previous year's open task(s) to current. In this tutorial, we will help you to understand the process to transfer previous year's open task to current F.Y. 

NAVIGATION TO MODULE:

1. Login with ADMIN account details of your organization

2. Navigate to Sys. Config ⇒ Carry forward task(s) button

3. Refer below screenshot

Refer below screenshot for steps.