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Status Planned
Workspace Case Management
Categories Checklist
Created by Holly Stammis
Created on Jan 10, 2023

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as well as 4 different follow-up checklists.

One feature that would be extremely helpful would be if we could create a dashboard based on certain incomplete checklists. You currently have a green check mark appear when a checklist is complete, but we have to go into the case to see that. For example, I handle filing all of the death certificates. I'd like very much if I could have a dashboard that would show me at a glance which cases still have unfiled certs.

I think our funeral directors would like to see which of their cases have unfinished planning, and our admin staff would like to see which cases need follow up.

That said, it would be a nightmare if this took effect retroactively, since we haven't been diligent about making sure we get those green check marks, because that didn't really matter or do anything for us. So, it would be good to include, if this feature is created, a simple way to clear old cases as complete.




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