Looking for just your tasks that have a due date? Type a word, flip a switch, and your checklist narrows to the tasks you mean. Each task column on the Organize page has its own search, three switches and a footer that keeps count.
š Where do I find search and filters?
Look right under the header of the Standard Tasks and After-Care Tasks columns. Each one has its own search pill and three switches, as shown below.
Search and filters are a Director View tool, the staff view of a case. You can flip between Director View and Family View at the top of the case page, as shown below. New to the Organize page? You may want to take a tour of the Organize page and event details first.
š NOTE: Family helpers, and staff who switch to Family View, see the simple task list without search or filters. Your search and switches aren't saved: they clear when you reload the page or leave the case, and each column has its own.
š How do I search my tasks?
Click the search pill in the column you want, "Search standard tasks" or "Search after-care tasks", and start typing. The list narrows as you type. Every word you type has to appear somewhere on the task, and capital letters don't matter. Search doesn't read a task's subtitle or description. The x inside the pill clears just your search.
Here, a search for a person's first name keeps the task assigned to that person and a task whose note includes the name, as shown below.
š” Helpful Tip: Search reads a task's name, its assignees, and the text and authors of its notes and replies. Try a person's name or a word from a note.
Task notes and their replies show right on the task card, and staff can add a new note with + Task Note on any task that is still incomplete. Learn more in Adding Task Notes and KeepTrackā¢ Step Notes.
šļø How do I use the three switches?
Under the search pill, three switches narrow the list even further. Use one or flip all three: they stack with each other and with whatever you typed. Turn on My Tasks and With Due Date, for example, to see your own tasks that have a due date.
1ļøā£ Incomplete Tasks
Shows only the tasks that are still incomplete, so completed tasks drop out of the list.
2ļøā£ My Tasks
Shows only the tasks that have your name on them as an assignee.
3ļøā£ With Due Date
Shows only the tasks that have a due date, whether it is still ahead or already past.
š¢ New to due dates? Read Increase Accountability with Due Dates.
š§¹ How do I clear my search and get my full list back?
Look at the footer at the bottom of each column. It counts what you are looking at, like "Showing 2 of 5 Standard Tasks", or "Showing all 5 Standard Tasks" when every task is showing. Whenever the list is narrowed, an x appears beside the count. Click it to clear that column's search and all three switches together.
If nothing matches, the column says so and gives you a button to bring the list back: "Show all standard tasks" or "Show all after-care tasks". Nothing is deleted when a search comes up empty. The tasks are only out of view. Here is the After-Care column after a search for a word that matches nothing, as shown below.
If the switches are hiding every task, the column says so, gives you the same button and suggests turning a switch off.
ā Other FAQs
Why does searching the decedent's first name match so many tasks?
Why does searching the decedent's first name match so many tasks?
Many task titles include the decedent's name, so a lot of tasks match. Try a different word, like a person's name or a word from a note.
Why can't I drag tasks to reorder while I'm filtering?
Why can't I drag tasks to reorder while I'm filtering?
Reordering happens when you edit a column in bulk (click the pencil beside its name), and it is switched off while that column's search or any of its switches is on. The drag handles look dimmed until you clear the search and turn the switches off.
I don't see search on my after-care tasks. Why not?
I don't see search on my after-care tasks. Why not?
After-Care has to be turned on for your funeral home. If it isn't, the column shows a message that after-care tasks aren't enabled instead of the search and switches.
Need More Help? š
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