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      Add checklists to the Planning Center

      Add customizable checklists to the Planning Center to keep everyone on the same page during the planning process.

      How it works?

      Add checklists in Passare so the family will know what to bring with them to the arrangement conference.

      Checklists page

       

      Make checklists viewable for the family to indicate when you've completed tasks, such as filing the death certificate.

      Funeral home tasks section on Checklists page

       

      Create checklists in Passare

      Go to Admin > Checklist to create a new checklist or edit an existing one.

      Checklists from Admin drop-down

       

      Learn more about how to Create a Checklist.

       

      From here you can Add Checklist or Edit an existing one.

      Manage Checklists page

       

      If you want the checklist to appear in the Planning Center, scroll down to Checklist Settings.

      Under Checklist Editing, check the box for This checklist can be edited by Family Collaborators.

      This will allow the family to to check off to do's in the Planning Center.

      In Checklist Settings, check box for "This checklist can be edited by Family Collaborators."

       

      Under Checklist Viewing, select This checklist should appear in the Planning Center.

      This option should be selected for checklists you want the family to view, such as filing the death certificate.

      For Checklist Viewing, check the box for "This checklist should appear in the Planning Center."

       

      If you just want the family to view the checklist and not be able to check off to do's, make sure This checklist can be edited by Family Collaborators is left unchecked.

       

      Learn more about how to Use Checklists Within Passare.

       

      Need more information?

       

      Need help? Email us at support@passare.com or call 1-800-692-5111.