Getting started with Tasks

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

Jump ahead to

• Tasks and case tasks
• Create tasks
• Manage tasks

 

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

Add tasks from anywhere in Passare using the navigation menu.

Click the add icon then select Task.

 

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

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 a task to and click Add.

 

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

Once all details are added, click Save.

 

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.

 

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.

 

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.

 

Need more information?

• View tasks from the dashboard
• Create Checklists
• Use checklists within a case

 

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