Create your funeral home checklists right in Passare for ultimate organization.
Create checklists
At the top right of your screen, select Admin and go to Tasks.
Click Add Checklist.
Add a Checklist Name and toggle on Checklist Visibility.
Click Add Task to build out tasks in your checklist.
Drag the task to reorder anywhere in the list. 
You can also delete tasks with the trash icon.
Settings
Scroll down to Checklist Settings to configure where and when this checklist appears in a case.
Checklist editing
For internal use, check the box for This checklist can be edited by Funeral Home Staff.
For family use in the Planning Center, check the box for This checklist can be edited by Family Collaborators.
Checklist recording
Leave this blank and the system will automatically record the name, date, and time of whoever completes this task.
We recommend this option unless you'd like to manually input the date and person instead.
Checklist viewing
Select where you'd like the checklist to show.
We suggest always having the checklist appear on the Checklist page.
Check additional boxes to have the checklist also appear on the Case Summary, in the Care Center, and/or in the Planning Center.
You'll only want to check the last option for checklists you'd like the family to see.
Appears on
Specify if the checklist should appear on a certain case type, disposition type or client service type.
Keep in mind, you must select that specific setting in the case for the checklist to appear.
Choose Any, including unassigned to have the checklist appear on all disposition types and client service types.
After making your selections, be sure to Save.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.