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Navigating the Global Task List

Learn how to use collapsed and expanded views to browse and manage tasks across multiple cases.

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

By default, cases are collapsed on the global Task page. You can expand each case individually (or all at once) to view the tasks within each. Here's a quick summary of what you'll be able to see when cases are collapsed or expanded:

Collapsed View

Each case appears in a row showing:

  • Decedent name, Case ID, Date of Death

  • Number of tasks shown & Task completion progress

  • Assigned Funeral Director & Case Manager

  • Add Task button

Expanded View

Click on a row to view individual tasks and subtasks, each showing:

  • Name, Priority, Due Date, Assignee

  • Edit menu with options to edit, open in a new tab, copy link, or delete

Load More Cases

Only 20 cases load at a time. Scroll to the bottom and click Load More to view additional cases.

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