📖 Chapters:
0:00 – Introduction & Session Overview
Welcome and a brief walkthrough of what to expect in the session
1:17 – A Look Back: The Previous Task System
An overview of how the old task system worked, its limitations, and what prompted the shift to a more structured, global task approach.
4:25 – Why Tasks Matter: The Value of Structured Workflow
Discussion on the importance of task management in funeral home operations and how tasks help ensure nothing falls through the cracks.
8:21 – Key Features of Global Tasks
Explores the benefits of Global Tasks, including automation, visibility across the team, and centralized task tracking.
12:00 – Two Ways to Build Task Templates
Outlines both methods of building templates from scratch and from existing tasks, to help create repeatable workflows.
13:09 – Task Template Examples
Walkthrough of real-world task template examples used for various service types, showcasing how teams can standardize and customize.
22:15 – Demo: Accessing the Global Task List
Live demonstration of how to navigate to and use the Global Task List to view, track, and manage tasks across all active cases.
25:12 – Filtering Tasks & Saving Custom Views
Tips on filtering by assignee, due date, or case type and how to save custom views to match your daily workflow needs.
34:45 – Assigning, Reassigning & Managing Tasks
Best practices for task ownership, reassigning duties, and maintaining accountability through the Global Task List.