Skip to main content

Overview of the Global Tasks Page

Central hub to view, manage, and track all open, overdue, and completed tasks across your active cases.

Hillary Scalmanini avatar
Written by Hillary Scalmanini
Updated over a week ago

What is the Global Tasks Page?

πŸŽ₯ Watch the Intro Video

Key Highlights:

  • View all open, completed, and overdue tasks across every active case

  • Quickly assign, edit, and track tasks from one place

  • Use filters, sorting, and saved views to customize your workspace

The Global Tasks Page gives your funeral home a centralized view of every task across all active cases. Whether you're tracking overdue items, upcoming responsibilities, or recently completed work, this page helps your team stay organized and accountable.

Did this answer your question?