Task Manager

Task Manager is a digital scheduling board that efficiently coordinates and delegates a firm’s on-going tasks, events, and cases. This new tool takes the power of FrontRunner’s management software and elevates it to the next level.
Task Manager not only creates a list of all tasks to be completed, but it allows users to assign those tasks to staff members, set deadlines, mark tasks based on priority, and track the progress of them towards completion.
Furthermore, the tool also has built-in communication functionality. Users can set automated emails and text messages to send notifications for any type of activity. Staff members can even comment directly on a task when they need help. This can trigger a notification to management to allow for a quick response.
The Task Manager feature is only available to clients who are using the management system. 
If you do not already have this activated in your system and are interested, please contact us. 

Task Manager Overview

There are two different ways to view Task Manager:
  1. View all tasks for all records. This is available by clicking the Task Manager tab at the top.
  2. View all tasks for one specific record. This is available within a record > Task Manager.

Getting Started with Task Manager

Setting up Users

  1. Navigate to System Settings > Task Manager > Users.
  2. You need to add all the users who will be assigned tasks.
    1. Click Add New User.
    2. Enter the person's name, phone number and email address.
      1. Note, you cannot add multiple users with the same email address and an email is required.
    3. Receive SMS Text Alerts: toggle on if you want this person to receive text alerts for tasks.
    4. Receive Email Alerts: toggle on if you want this person to receive email alerts for tasks.
    5. Click Save.
If you ever need to edit an existing person, simple click on their name. 

Creating Tasks

  1. Open a record > Task Manager.
  2. Choose one of the following:
    1. Click Start with Blank Task button to create tasks from scratch (this is what you will choose for the very first time using Task Manager).
    2. Select a template: if you have created tasks in other records and saved as templates. This will pre-populate a list of tasks used in another record. Choose a template and click Import from template.
  3. Click Add New Task.
  4. Enter the name of the task, who will be assigned this task, the priority, the status, a due date, and any notes. 
  5. Click Save.
If this user is setup to receive alerts via text or email, they will be notified. 

Note: any notes provided within a text will not be sent in any alerts. The user will need to login to see the notes. 

Once all of your tasks are setup, you have the ability to save all of these tasks as a template to use for another record. 
  1. Click Use as Task Template.
  2. Enter a Task List name.
  3. Click Save.

Viewing Tasks For All Records

Navigate to the Task Manager tab at the top of your system.

You have the ability to open this in its own window, outside of the system. Click Launch in New Window, 

If you have multiple locations, there will be a drop down at the top allowing you to sort your records by location. 

You can List by Date or List by Record. Click a list from the top right. 

Note: if at anytime you work on tasks, you will need to use the Refresh Task button in the top right to see the latest.

Viewing Tasks For Individual Records

Open a record and click Task Manager on left.

You can search for a specific task using the search box.

You can add new tasks but clicking the Add New Task button in the top right.

Update Event Tasks: allows you to pull in all the dates for the visitation(s), service, reception and interment. 

Use as Tasks Template: allows you to save this task list to use for future records. Click the button, give the template a name, then save.

Click the row titles to sort your tasks. 

If you need to edit a task, click on the name of the task. 
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