Any Task or Tracking Step can now have a due date quickly added to it. This innovative functionality is designed to streamline your workflow by ensuring that each critical task is completed in a timely and efficient manner.
Quick video overview from Chase 👇
Getting the most out of due dates?
💡 Idea 1: Make sure the family knows when the "Complete Obituary" task needs to be submitted so you don't miss an important deadline.
💡 Idea 2: Add a due date to the "Cremate" tracking step to create a schedule for your retort that everyone knows.
💡 Idea 3: Add a due date to ensure you schedule everything with any third parties (such as cemeteries, churches, or crematories).
💡 Idea 4: Add a due date to a custom "Order Casket/Urn" task to ensure everything arrives in time for the services.
💡 Idea 5: Add a due date to the "Upload Photos" task to ensure that all of the photos are uploaded in time to make the memorial video.
💡 Idea 6: Add a due date to the "Specify Service Details" task to ensure it is completed before printing the memorial programs.
💡 Idea 7: Add a due date to time-sensitive after-care tasks like "Contact Social Security" or "Contact Veteran's Assistance Commission"
💡 Idea 8: Add a due date for 30 minutes before the services begin for a team member to complete the "Setup LiveStream" task.
"As a funeral director, there are so many important due dates to ensure a service runs smoothly. Having the ability to add a due date to any task or tracking step, helps facilitate the ability for funeral directors to continue to provide exceptional service that helps families through the difficult task of saying goodbye to a loved one."
How do I add a due date?
Adding a due date couldn't be easier. From any task, simply click the "+ Due Date" button:
You can also add a due date to a tracking step:
This will pull up a popup that allows you to select the date and time:
🗺️ A quick note about timezones 🗺️
When you enter the due date, the timezone will pull from your funeral home's address.
The timezone shown in the emails will also pull from your funeral home's address.
When you or a family views the due date in Gather, the timezone will be pulled from your device's settings.
You can always hover over the time to see the precise timezone.
Where is the due date displayed in Gather?
To ensure everyone remains on the same page, due dates will be shown in a few convenient locations:
Next to the task
Next to the tracking step
In your customizable reports
In your pending tasks on the top-right calendar menu
From the task reminder and assignment emails:
⏰ Once a due date has passed, the calendar icon will turn red, letting you and your families know something is past due.
What does the family see?
If a task that is assigned to a family member has a due date added, it will look like this.
With the ability to assign and track due dates, team members can prioritize their workload more effectively, reducing the risk of last-minute rushes or missed deadlines. This leads to a more structured and stress-free environment, both for your team and the families you serve.
By integrating this feature into the Gather system, we are committed to further empowering your funeral home with the tools you need to provide exceptional, compassionate service during life's most challenging moments.
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.