View and complete case tasks, create and add case tasks to checklists, and comment on case tasks in the Passare mobile app!
📱 Heads up! Before you begin, make sure you have downloaded the Passare mobile app.
Jump to:
Tasks page
View, search, and manage case tasks from the Tasks page. While outside of a case in the mobile app, tap the checkmark 
in the navigation bar at the bottom. 
💡Tip: You can mark tasks as complete from the Tasks page or within the associated case.
Use quick filters to view All, My tasks, Upcoming tasks, Incomplete, and Complete tasks.
Quick filter key
- All - All case tasks for the organization you're viewing.
- My tasks - Case tasks you're assigned as owner.
- Upcoming - Incomplete case tasks due within seven days.
- Incomplete -Incomplete case tasks.
- Complete - Completed case tasks.
Use the search bar to quickly find the task you need. 
Tapping on a task from the Tasks page will open the task details where you can see the checklist the task belongs to and add comments or edit the task. 
Access case tasks from inside a case
You can also open any case in the mobile app to access its tasks. Inside a case, tap Tasks in the navigation bar at the bottom to view the checklists for the case. Tap on a checklist to view its Tasks.
Important: Tasks can be added to existing checklists, but new checklists can only be created from the web version of Passare.
Tap on a Task to view or edit details. 
With task details open, tap the pencil icon to edit/delete the task.
Edit the details of the task or tap delete to delete the task.
Check off the task to mark it as complete on the checklist.
Add tasks to a checklist
Inside a case, tap the plus button 
then tap Task. 
Name the task and select the Checklist you want to add the task to. You can add an owner for the task with a due date and reminder. 
Comment on tasks
Add comments to a task from the task details page by tapping the Add a comment button. 
Type in the text box to add a comment.
Comments will be displayed below the task in the Comments modal.
To view task comments, go to the Notes page of the case then tap View comments. 
This will take you to the task's comments where you can view and add comments. 
Task notifications
Make sure you have push notifications enabled for task reminders. You can manage notifications by tapping your profile photo, then Notifications. 
Toggle Tasks Reminders to Yes. 
With push notification enabled, you will be reminded when a task needs to be done. Tapping on the notification will take you to the Notifications page. 
On the Notification page, tap on a notification to see more details
Tapping on a task reminder will take you to the task details page. 
Need help? Email us at support@passare.com or call (800) 692-5111.