Q. How do I stop a TaskoMatic?

A.  Stopping a TaskoMatic should only occur if you’ve reevaluated the prospect/client/resident and they no longer need to be on this TaskoMatic and preferably depending on the situation will be put onto another TaskoMatic.  Go to the contact record of the person you wish to stop their TaskoMatic.  Click on the follow up (forward pointing hand) icon, then click on the word TASKOMATIC (in blue) next to the follow up listed.  Once opened, the TaskoMatic will display the progress of followup.  At the top is a blue lettered STOP choice.  Choose STOP.  It will confirm and ask you if you are sure you want to stop the TaskoMatic.  This will completely terminate any uncompleted actions.