Search
Use the search bar to find tasks by:
Decedent name
Case ID
Task name
📹 Watch the Video: Search
Filter
Narrow tasks by:
Assignee: View tasks by specific team member assigned
Case manager: View tasks within cases assigned to a specific case manager
Funeral director: View tasks within cases assigned to a specific funeral director
Priority: Low, Medium or High priority
Status: ToDo, In progress, Done (these are the default statuses, but could differ if the funeral home has customized their task list statuses)
Task type: Task or Subtask
Case need type: At-need, Pre-need, Imminent
Case status: Active, Completed, Archived
Created at: See tasks that were created within a specific window
Due date: See tasks due within a specific window
Choose whether to save filters as a new view, update your current view, or apply temporarily.
Once a new saved view is created, you can rename the view according to the filters you’ve set.
After applying filters, you may notice that the numbers in the Tasks shown column are updated. This means that based on the applied filters, only a certain number of tasks are being shown out of the total number of tasks for that case.
📹 Watch the Video: Filters
Sort
The task list can be sorted by created date, due date, or priority. Click on the sort icon to the left of the Add task button and then select the sort option that you’d like to apply.
Expand a case to see the sort applied to the tasks within that case.
📹 Watch the Video: Sorting
