Getting started with Tasks

There are two ways to create tasks in Passare: using the add icon or within a case.

This option allows you to create a task from anywhere in Passare.

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 or monitoring the task.
Reminder - Schedule a time to receive a reminder notification.

Then click Add.

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

Select the checklist for your task and click Add.

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

Click save.

If you have selected a reminder for your task, Passare will notify you per the choice you select.

For example: If your task is due at 12:00pm, and you select a 5-minute reminder, you will receive a reminder notification at 11:55am.

Whoever is assigned as an owner will receive a reminder notification.

Once the task is overdue, it will show as Past due.

Our Reminders feature has merged into Tasks. If you had Reminders created, you will find them with your Tasks:

Reminders with a case reference are now in a new “Reminders” checklist in that case.
Reminders without a case reference are available in the Tasks widget.