Use Checklists Within a Case

Make adjustments to checklists within a case to stay organized, delegate tasks, and provide the best service to your families.

Edit Checklists:

Checklist can be found on the Case Summary and Checklist page.

Mark tasks as complete by selecting the checkbox next to the task name.

If you'd like to edit a task name, select the pencil icon , make the change and select the blue check mark .

 

Editing Tasks on Specific Cases Checklist

 

To add tasks to the checklist,select Add New Task, enter the details, and Save.

 

Select the icon next to any task you'd like to remove.

Add Reminders:

To add a Reminder to complete a task, select the alarm .

 

A box will appear. Edit the settings details and Save.

This reminder can be viewed or edited by selecting the alarm icon again.

Add Notes:

Add a note to a task by selecting the bubble icon this will allow you to Show/Hide Notes.

Then Add Note. You can tag a specific staff member or role using the @ symbol.

Keep in mind, if your checklist is visible to families in the Planning Center, your notes will be visible to families as well.

 

Editing Tasks on Specific Cases Checklist_Add Note

Detailed History:

See a list of all the changes that have been made to a checklist by selecting Detailed History

 

Detailed History

 

From here, you'll be able to see if someone has completed, removed, or edited a task.

Checklist History

Disable/Restore:

To disable a checklist, select the next to the Checklist Name.

This will move the checklist to the bottom of the list and it will be greyed out.

To restore this list, simply click on this  icon.

The checklist will move back to alpha order in the list.

Note:  Tasks completed in a checklist prior to disabling it will remain completed if the list is restored.

Print:

To print the checklist, select the printer icon at the top of the checklist.

To download the list as an Excel document, select the arrow .

 

Once you're finished making your changes, Save. You have successfully edited a checklist within a case!

Commonly Asked Questions:

What if I want to apply my changes to every checklist rather than just a checklist within a specific case?

You won't be able to do this within a specific case. Instead, go to Admin > Checklists and select the name of the checklist you'd like to edit. Make your desired changes and Save. Changes will only apply to new cases.

I set up a reminder on my checklist, but I didn't get an alert.

You might want to check your alert preferences. Take a look at Manage Alert Preferences for more information.

Need More Information?:

 

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