Just launched: Improvements to Tasks in Passare
August 21, 2024
"That's not in my job description" are not words you’ll hear from a funeral director. Why?
Because being a funeral director involves a lot more than just managing case files. Between services, you might be picking up programs, washing the hearse, or preparing for an annual event - meaning you have a variety of tasks on your to-do list each day.
To make sure everything gets done, you need a central place to manage all your tasks.
Introducing: Passare's Tasks, built to help you manage any to-do item that comes your way.
Keep reading to find 4 perks of this new feature that will help you feel more organized, stay focused, and crush your to-do list.
4 perks of Passare's Tasks:
#1: Get a central place to manage tasks.
If you're like most funeral professionals, you have a lot of various to-do items each week. And you likely keep reminders in your Google calendar, iPhone, or on a legal pad to stay organized.
But keeping reminders in different places can increase your chance of a task falling through the cracks. That's why you need a central place to manage all your to-do items.
With Passare's Tasks, all your tasks are in one central place. That's right - no more juggling between different platforms to keep track of multiple to-do lists. With this new feature, you can stay focused and efficiently manage your tasks.
#2: Create every kind of task.
When you constantly have to switch between programs to track all your to-do items, that’s when disorganization and confusion creeps in.
Tasks in Passare allow you to track everything from a single list. By creating tasks outside of a case, you’ll be able to closely track the status of all your responsibilities, not just your cases.
#3: Customize your view.
If you’re looking for a way to achieve maximum organization, this new feature is for you! With the ability to customize your view, you’ll be on top of everything that’s happening at the funeral home.
- Access a default tab just for your tasks - Tasks in Passare provide a default tab that shows all your personal tasks. With this view, you can quickly and easily see what you need to get done.
- Filter by due date or owner - A long list of tasks can be overwhelming. With filters like due date and owner, it's easy to keep task lists organized. For example, filtering by due date can help you quickly determine priorities for the day or week.
- See reminders and comments from your team - Plus, you can also add upcoming reminders and comments to your view in Passare, so no detail gets missed.
#4: Create a task from anywhere in Passare.
Have you ever been in the middle of working on something and remembered a task you haven't done yet? When that happens, you don't want to break your train of thought, but if you don't create a reminder now, there's a really good chance you'll forget. What do you do?
With Passare's Tasks, you won't have to drop everything you're doing to update your task list. You can create a task from anywhere in Passare - because it's just more convenient that way.
Start using Tasks in Passare
Your job involves more than just managing cases. With this new feature, you can tackle every item on your to-do list with ease. Learn how to use Tasks in this article or request a demo of Passare by filling out the form below.
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