# Tasks

## What does the Tasks stage include?&#x20;

The `Tasks` tab offers the ability to add any `Tasks` to your Billable Participant Note. This is a record of an action or activity that needs to be completed or has already been completed.

## How do I add a Tasks to my Billable Participant Note?

To begin adding tasks for your Participant Note(s), simply click the the `+` button in the top right corner of the screen.

Once a new Participant Note Task has been created, you will be prompted to populate a number of customisable fields, including assigning your task to the required personnel.

{% hint style="info" %}
You can assign a task to any other **Maica** user within your organisation.&#x20;
{% endhint %}

You can open the text input box by clicking the arrow on the far right hand side of the screen, as shown below.&#x20;

<figure><img src="/files/93JWoU3odBWbN42Iox6q" alt=""><figcaption></figcaption></figure>

This will allow you to add custom comments to your task, as shown below.

<figure><img src="/files/KusV7239o8MFEuU72cmz" alt=""><figcaption></figcaption></figure>

Once you have populated your task, click the `Blue Tick` to save it and add it your Billable Participant Note.&#x20;

## Things to look out for: Tasks&#x20;

### 1. Unsaved Changes

If you are presented with the below error when clicking the `Save & Next` button and hence trying to proceed to the next stage of creating your Billable Participant Note, it means you have not properly saved a created Task.&#x20;

<figure><img src="/files/JlQLDBmAlWL1eGr2cZ0n" alt=""><figcaption></figcaption></figure>

In order to resolve this, simply ensure the `Blue Tick` in the top right hand corner of your interface (as shown above) has been clicked on all Tasks. This makes sure they are properly saved and allows you to proceed to the [Files](/maica-knowledge-base/participants/billable-participant-notes/files.md) stage.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://knowledge.maica.com.au/maica-knowledge-base/participants/billable-participant-notes/tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
