Manage your checklist tasks across all cases with the Tasks widget.
Add the widget
On the Dashboard, select Add Dashboard.
Name the new Dashboard tab.
Under Add/Remove Widgets, select Tasks.
Turn on Auto-refresh to ensure the widget stays up to date with current data. You can adjust the refresh interval to 1 minute, 5 minutes, or 15 minutes. Then save!
You will see your Tasks widget as a new Dashboard tab. You will also see 3 default tabs: All tasks, Incomplete, and Complete, and a default date range.
- All tasks shows completed and incomplete tasks for all cases created within the date range
- Incomplete shows tasks not yet completed for all cases created within the date range
- Complete shows completed tasks for all cases created within the date range
💡 FYI: The date range filter pictured above (named "Start Date") will pull cases based on their case created and case conversion date.
Mark tasks as complete
Marking tasks as complete is simple in the Tasks widget.
Each task has a bubble next to it. An empty bubble indicates an incomplete task, and a checked bubble indicates a completed task.
To mark a task as completed, click the empty bubble to fill it in with a check. After a few seconds, the task will fall off of the Incomplete tab and be added to the Completed tab.
To undo a completed task, click the filled in bubble to mark it as 'incomplete'. If the task has already moved to the Completed tab, you can do this action from there.
Navigating the widget
Keep tasks organized through filtering, sorting, searching, and downloading data.
Filter your tasks in any view using the Filter button.
Use the dropdowns to select filter(s) like checklist name, funeral director, start date, and more.
To create a new tab, select Add tab. To update your existing tab, select Save.
💡 FYI: New tabs will assume the same task status as the tab you are filtering from.
For example: if you filter from Incomplete tab, your new tab will default the "Incomplete" status filter, and it cannot be edited here.
To select another status, we recommend starting from the "All tasks" tab.
Next, you will be prompted to name your tab and save.
You can easily remove a filter by clicking the x in its blue tag.
💡 FYI: Default filters (i.e. Incomplete tasks) cannot be removed. To create a new tab with no default filters, filter from the All tasks tab.
To view data in a specific order, sort the data by clicking on a column header.
Click once to sort the data by that column in descending order, and twice for ascending order.
Find what you need quickly with the search bar. Here, you can search by checklist, task name, branch and more.
You can also download the table into a CSV file by clicking the file box icon in the top right.
To view more information or add tasks, click the case name or case ID from the widget to quickly access that case.
Need additional information?
Need help? Email us at email@example.com or call 1-800-692-5111!