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.

 

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.

 

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.