Getting started with Tasks

Create and manage all your tasks from a single software.

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.

Add icon dropdown menu

 

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.

Add task form

 

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 to and click Add.

Case checklist page

 

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

This task is automatically assigned to the case/checklist you are in, and cannot be changed.

Filled out add task form

Click save.

 

Managing tasks

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

Only case-related tasks will be visible in the case checklist.

Tasks widget

Add the Tasks widget to see any task created in Passare.

Tasks widget opened to My tasks tab

 

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.

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.