Create a referral task template

A referral task can be created for each client referral status and is customised to individual teams. Once you have created the template for the status please send a request to the Wild Bamboo support team to request the template to be associated with a specific team in your organisation.

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• Select the Administration menu located at the top left of the Recordbase home page
• Select Site settings from the displayed menu
• Select Referral task template from the displayed Site Settings window
• Select New
• Enter the task process name and a brief description
• Select Save
• From within the new task template select the required associated referral status in the tasks tab.
• Select Add
• Populate at least all mandatory fields
• Select Save
• Once all Referral tasks have been completed please contact the Wild Bamboo Support team and ask them to associate the task process name to a specific team.