Create a task
You can create tasks one of two ways: using the add icon or within a case.
Add icon
In your navigation, click Add > Task.
Fill out task details:
- Name - Add a name to describe the task.
- Case/Checklist - For case-related tasks, select a case and checklist. If the task does not pertain to a case, leave these fields blank.
- Due date/Time - Choose when the task should be completed.
- Task owner(s) - Select the user(s) responsible for completing the task.
- Reminder - Schedule a time to receive a reminder notification.
Then click Add.
Within the case
Add case tasks directly in the case. From the case, go to the Checklists page.
Select the checklist you would like to add to and click Add.
Add task details like name, due date/time, owner(s) and reminder.
Click save.
Managing tasks
You can manage tasks from the Tasks widget and a case checklist.
Tasks widget
Add the Tasks widget to see any task created in Passare.
View your tasks through customizable filters or our defaulted tabs:
- All tasks
- Incomplete tasks
- Complete tasks
- My tasks
Tasks will show details like task name, owners, due date, etc.
Case-related tasks will include the case name.
You can also sort tasks, mark tasks as complete, edit a task, and communicate with your team via task comments.
Learn more about the Tasks widget.
Case checklist
If you've added a case task, it will be added to the checklist you specified.
In the case checklist you can rearrange, edit, and mark tasks as complete. You can view and add comments to tasks here as well.
Learn more about using checklists within a case.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.