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Checklist

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Automated Task Assignment

It would be helpful to have the ability of automatically assign tasks to the "funeral director" and "secondary arranger" assigned to the case. So when a funeral director is assigned to the case the checklist tasks that we deem "FD" tasks would aut...
Ryan Patterson 1 day ago in Case Management / Checklist 0 New

Automatically Assign Owners to Checklists When the Checklist is Added Upon Case Creation

It was suggested that it would be useful to have the ability to assign an owner to a checklist automatically added upon case creation. Settings in the backend could include who would automatically be assigned this checklist. This would save time i...
Jennifer Jenson 3 days ago in Case Management / Checklist 0 New

Completing Tasks Creates Reminder

I think it would be helpful, especially for aftercare, if we could have a reminder scheduled when we mark a task as complete. For example, if we have a checklist task named "Condolence call completed" I would like a reminder to be scheduled 3 week...
Ryan Patterson 22 days ago in Case Management / Checklist 0 Gathering interest

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 7 months ago in Case Management / Checklist 0 Closed

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest over 1 year ago in Case Management / Checklist 0 Future consideration

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 10 months ago in Case Management / Checklist 0 Future consideration

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia almost 2 years ago in Case Management / Checklist 0 Planned

I thought it would be super helpful to have the ability to attach the proper form to the checklist item

Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Guest 7 months ago in Case Management / Checklist 0 Future consideration

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Jill Materia over 2 years ago in Case Management / Checklist 1 Planned

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed almost 2 years ago in Case Management / Checklist 1 Planned