Getting started with Tasks

Create and manage any task, all from a single software.

Jump ahead to

     

    Task types

    In Passare, you can create tasks and case tasks to manage all your to-do's.

    ✅ Tasks are miscellaneous or organizational in nature (i.e. schedule staff meeting).

    ✅ Case tasks are tied to a specific case (i.e. order programs for Mrs. Wilmington's service).

    Continue reading to see how these are created and managed in Passare.

    Create a task

    You can create tasks one of two ways: using the add icon or within a case.

    Add icon

    The global add option for Tasks is only available in the new navigation.

    Add tasks from anywhere in Passare using the navigation menu.

    Click the add icon then select Task.

    Add icon dropdown menu

     

    Add task details like task name, case, checklist, due date, owner(s), and reminder. 

    Then click Add.

    Add task form

    Differentiate case tasks from miscellaneous tasks by filling out case and checklist fields.

     

    Within the case

    Add case tasks directly in the case. From the case, go to the Checklists page. 

    Case navigation with checklist highlighted

     

    Select the checklist you would like to add a task to and click Add.

    Case checklist page

     

    Add task details like name, due date, due time, owner(s), and reminder. 

    Once all details are added, click Save.

    Filled out add task form

     

    Manage your tasks

    You can manage tasks from the Tasks widget and case checklist.

    ✅ Tasks are managed only from the Tasks widget.

    ✅ Case tasks can be managed from the Tasks widget and in the case checklist.

    Tasks widget

    From the Tasks widget you can view All tasks, Incomplete tasks, Complete tasks, and My tasks.

    Tasks widget opened to My tasks tab

     

    Any task created will appear in the widget and show details like task name, owner, case, and more.

    ✅ Tasks will not have a decedent or checklist name listed.

    ✅ Case tasks will include decedent and checklist name.

     

    From the widget you can filter, sort, and mark tasks as complete. You can also 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.

    Checklist task

     

    In the case checklist you can rearrange, edit, and mark tasks as complete. You can view and add comments to tasks here as well.

    Rearrange tasks in checklist

     

    Need more information?

     

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